Industrial SPDR shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $255k | 1.6k | 155.09 |
| 2021-09-30 | $155k | 1.6k | 97.92 |
| 2021-06-30 | $729k | 75k | 9.76 |
| 2021-03-31 | $32k | 383 | 83.55 |
| 2020-12-31 | $32k | 383 | 83.55 |
| 2020-09-30 | $29k | 381 | 76.12 |
| 2020-06-30 | $26k | 380 | 68.42 |
| 2020-03-31 | $22k | 378 | 58.20 |
| 2019-12-31 | $31k | 376 | 82.45 |
| 2019-09-30 | $29k | 373 | 77.75 |
| 2019-06-30 | $29k | 371 | 78.17 |
| 2019-03-31 | $27k | 370 | 72.97 |
| 2018-12-31 | $23k | 368 | 62.50 |