Industrial SPDR shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Industrial SPDR
Tip: Access up to 7 years of quarterly data
All positions including Industrial SPDR held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Industrial SPDR by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $498k | 3.2k | 154.23 |
| 2025-06-30 | $476k | 3.2k | 147.52 |
| 2025-03-31 | $423k | 3.2k | 131.07 |
| 2024-12-31 | $426k | 3.2k | 131.76 |
| 2024-09-30 | $437k | 3.2k | 135.44 |
| 2024-06-30 | $394k | 3.2k | 121.87 |
| 2024-03-31 | $407k | 3.2k | 125.96 |
| 2023-12-31 | $368k | 3.2k | 113.99 |
| 2023-09-30 | $327k | 3.2k | 101.38 |
| 2023-06-30 | $347k | 3.2k | 107.32 |
| 2023-03-31 | $327k | 3.2k | 101.18 |
| 2022-12-31 | $317k | 3.2k | 98.21 |
| 2022-09-30 | $267k | 3.2k | 82.69 |
| 2022-06-30 | $282k | 3.2k | 87.33 |
| 2022-03-31 | $333k | 3.2k | 103.13 |
| 2021-12-31 | $342k | 3.2k | 105.92 |
| 2021-09-30 | $316k | 3.2k | 97.86 |
| 2021-06-30 | $331k | 3.2k | 102.51 |
| 2021-03-31 | $318k | 3.2k | 98.48 |
| 2020-12-31 | $286k | 3.2k | 88.57 |
| 2020-09-30 | $249k | 3.2k | 77.11 |
| 2020-06-30 | $222k | 3.2k | 68.75 |
| 2020-03-31 | $191k | 3.2k | 59.15 |
| 2019-12-31 | $263k | 3.2k | 81.45 |
| 2019-09-30 | $251k | 3.2k | 77.73 |
| 2019-06-30 | $250k | 3.2k | 77.42 |
| 2019-03-31 | $242k | 3.2k | 74.95 |
| 2018-12-31 | $236k | 3.2k | 73.09 |