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Industrial SPDR shares owned by Legacy Financial Strategies

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

Historical chart of Legacy Financial Strategies investment in Industrial SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Industrial SPDR by Legacy Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $323k 2.1k 155.12
2024-09-30 $237k 1.8k 135.44

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Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
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NVIDIA Corporation (NVDA)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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View all positions for Legacy Financial Strategies

Top funds holding Industrial SPDR

LMR Partners
Gates Capital Management
Jpmorgan Chase & Co
Goldman Sachs Group
Elliott Investment Management
UBS Group
Wells Fargo & Company
LPL Financial
Menora Mivtachim Holdings
Bnp Paribas Arbitrage, Snc
Migdal Insurance & Financial Holdings
Susquehanna International
Healthcare Of Ontario Pension Plan Trust Fund
Fisher Investments
Envestnet Asset Management

View all funds holding Industrial SPDR