Industrial SPDR shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.6M | 42k | 131.76 |
| 2024-09-30 | $5.6M | 42k | 135.44 |
| 2024-06-30 | $5.0M | 41k | 121.87 |
| 2024-03-31 | $5.2M | 41k | 125.96 |
| 2023-12-31 | $4.6M | 40k | 113.99 |
| 2023-09-30 | $4.1M | 40k | 101.38 |
| 2023-06-30 | $4.3M | 41k | 107.32 |
| 2023-03-31 | $4.1M | 41k | 101.18 |
| 2022-12-31 | $4.2M | 43k | 98.21 |
| 2022-09-30 | $3.2M | 38k | 82.83 |
| 2022-06-30 | $3.3M | 38k | 87.35 |
| 2022-03-31 | $3.9M | 38k | 102.99 |
| 2021-12-31 | $3.8M | 36k | 105.82 |
| 2021-09-30 | $3.6M | 37k | 97.84 |
| 2021-06-30 | $3.6M | 35k | 102.41 |
| 2021-03-31 | $3.4M | 35k | 98.45 |
| 2020-12-31 | $3.1M | 35k | 88.54 |
| 2020-09-30 | $2.5M | 33k | 76.97 |
| 2020-06-30 | $2.2M | 32k | 68.69 |
| 2020-03-31 | $1.8M | 31k | 59.02 |
| 2019-12-31 | $2.8M | 2.8k | 1000.00 |
| 2019-09-30 | $2.3M | 29k | 77.61 |
| 2019-06-30 | $2.7M | 34k | 77.43 |
| 2019-03-31 | $2.5M | 33k | 75.01 |
| 2018-12-31 | $2.0M | 31k | 64.41 |
| 2018-09-30 | $2.6M | 33k | 78.71 |
| 2018-06-30 | $2.5M | 35k | 71.87 |
| 2018-03-31 | $2.5M | 34k | 72.44 |
| 2017-12-31 | $3.2M | 42k | 76.34 |
| 2017-09-30 | $2.5M | 34k | 71.25 |
| 2017-06-30 | $2.4M | 35k | 67.82 |
| 2015-06-30 | $1.0M | 19k | 54.06 |
| 2015-03-31 | $1.7M | 30k | 55.78 |
| 2014-12-31 | $1.7M | 31k | 56.58 |
| 2014-09-30 | $1.3M | 24k | 53.24 |
| 2014-06-30 | $1.4M | 25k | 54.07 |
| 2014-03-31 | $1.3M | 25k | 52.33 |
| 2013-12-31 | $1.3M | 26k | 52.27 |
| 2013-09-30 | $8.0k | 164 | 48.78 |
More positions owned by Institute For Wealth Management
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