Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

Industrial SPDR shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in Industrial SPDR

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All positions including Industrial SPDR held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Industrial SPDR by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.4M 48k 113.99
2023-09-30 $4.9M 48k 101.38
2023-06-30 $5.3M 49k 107.32
2023-03-31 $4.8M 48k 101.18
2022-12-31 $4.8M 49k 98.21
2022-09-30 $3.8M 46k 82.84
2022-06-30 $4.0M 46k 87.34
2022-03-31 $4.8M 46k 102.98
2021-12-31 $4.9M 46k 105.81
2021-09-30 $4.5M 46k 97.83
2021-06-30 $4.3M 42k 102.40
2021-03-31 $3.6M 37k 98.46
2020-12-31 $3.1M 35k 88.54
2020-09-30 $2.2M 28k 76.98
2020-06-30 $1.9M 28k 68.70
2020-03-31 $1.6M 27k 59.00
2019-12-31 $2.1M 26k 81.46
2019-09-30 $2.0M 26k 77.65
2019-06-30 $2.0M 26k 77.41
2019-03-31 $1.7M 23k 75.04
2018-12-31 $1.3M 21k 64.43
2018-09-30 $1.4M 18k 78.40
2018-06-30 $1.1M 16k 71.64
2018-03-31 $1.1M 15k 74.30
2017-12-31 $740k 9.8k 75.70
2017-09-30 $1.1M 15k 71.03
2017-06-30 $1.0M 15k 68.09
2017-03-31 $873k 13k 65.03
2016-12-31 $817k 13k 62.25
2016-09-30 $751k 13k 58.40
2016-06-30 $701k 13k 56.04
2016-03-31 $519k 9.4k 55.45
2015-12-31 $496k 9.4k 52.99
2015-09-30 $492k 9.9k 49.90
2015-06-30 $653k 12k 54.03
2015-03-31 $674k 12k 55.77
2014-12-31 $722k 13k 56.58
2014-09-30 $684k 13k 53.19
2014-06-30 $695k 13k 54.04
2014-03-31 $673k 13k 52.33
2013-12-31 $672k 13k 52.26

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core High Dv Etf (HDV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding Industrial SPDR

Bank of America Corporation
Goldman Sachs Group
Gates Capital Management
UBS Group
Millennium Management
Citadel Advisors
Wells Fargo & Company
Bnp Paribas Arbitrage, Snc
Jpmorgan Chase & Co
Citigroup
Barclays
Royal Bank of Canada
Migdal Insurance & Financial Holdings
Healthcare Of Ontario Pension Plan Trust Fund
Fisher Investments

View all funds holding Industrial SPDR