Industrial SPDR shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 8.1k | 155.12 |
| 2025-09-30 | $1.2M | 7.6k | 154.23 |
| 2025-06-30 | $1.1M | 7.5k | 147.52 |
| 2025-03-31 | $969k | 7.4k | 131.39 |
| 2024-12-31 | $1.3M | 9.6k | 131.77 |
| 2024-09-30 | $615k | 4.6k | 134.96 |
| 2024-06-30 | $650k | 5.3k | 121.87 |
| 2024-03-31 | $603k | 4.8k | 125.98 |
| 2023-12-31 | $429k | 3.8k | 114.00 |
| 2023-09-30 | $323k | 3.2k | 100.78 |
| 2023-06-30 | $366k | 3.4k | 107.32 |