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Industrial SPDR shares owned by Forum Financial Management

Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in Industrial SPDR

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All positions including Industrial SPDR held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Industrial SPDR by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $475k 2.9k 161.74
2024-12-31 $249k 1.9k 131.73
2024-09-30 $243k 1.8k 135.42
2024-06-30 $218k 1.8k 121.90

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Vaneck Etf Trust High Yld Munietf (HYD)

View all positions for Forum Financial Management

Top funds holding Industrial SPDR

Citigroup
Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jane Street
Wells Fargo & Company
Elliott Investment Management
UBS Group
LPL Financial
Susquehanna International
Menora Mivtachim Holdings
Healthcare Of Ontario Pension Plan Trust Fund
Migdal Insurance & Financial Holdings
Envestnet Asset Management
Fisher Investments

View all funds holding Industrial SPDR