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Industrial SPDR shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in Industrial SPDR

Tip: Access up to 7 years of quarterly data

All positions including Industrial SPDR held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Industrial SPDR by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $248k 2.0k 125.97
2024-03-31 $248k 2.0k 125.97
2023-12-31 $201k 1.8k 113.99

More positions owned by Monticello Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Dimensional Etf Trust Us Equity Etf (DFUS)
Victory Portfolios Ii Core Intrmediate (UBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Goldman Sachs Etf Tr Activebeta Us (GSSC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Monticello Wealth Management

Top funds holding Industrial SPDR

Citigroup
Bank of America Corporation
Gates Capital Management
Morgan Stanley
Goldman Sachs Group
Jpmorgan Chase & Co
Wells Fargo & Company
Citadel Advisors
LPL Financial
Susquehanna International
Natixis
Healthcare Of Ontario Pension Plan Trust Fund
Churchill Management Corp.
Nomura Holdings
Barclays

View all funds holding Industrial SPDR