Industrial SPDR shares owned by Hillcrest Wealth Advisors - NY
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Hillcrest Wealth Advisors - NY
from 13F filings
Historical chart of Hillcrest Wealth Advisors - NY investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by Hillcrest Wealth Advisors - NY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $598k | 4.8k | 125.96 |
| 2023-12-31 | $542k | 4.8k | 113.99 |
| 2023-09-30 | $380k | 3.8k | 101.38 |
| 2023-06-30 | $268k | 2.5k | 107.32 |
| 2023-03-31 | $405k | 4.0k | 101.18 |
| 2022-12-31 | $393k | 4.0k | 98.21 |
| 2022-09-30 | $797k | 9.6k | 82.81 |
| 2022-06-30 | $926k | 11k | 87.36 |
| 2022-03-31 | $582k | 5.7k | 103.01 |
| 2021-12-31 | $593k | 5.6k | 105.89 |
| 2021-09-30 | $548k | 5.6k | 97.86 |
| 2021-06-30 | $573k | 5.6k | 102.32 |
| 2021-03-31 | $591k | 6.0k | 98.50 |
| 2020-12-31 | $691k | 7.8k | 88.59 |
| 2020-09-30 | $227k | 3.0k | 76.95 |
More positions owned by Hillcrest Wealth Advisors - NY
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