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Industrial SPDR shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in Industrial SPDR

Tip: Access up to 7 years of quarterly data

All positions including Industrial SPDR held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Industrial SPDR by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 82 153.59
2025-06-30 $12k 82 146.90
2025-03-31 $11k 82 130.52
2023-12-31 $9.3k 81 114.54

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Avantis International Small Cap Value Etf Etf (AVDV)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Ishares National Muni Bond Etf Etf (MUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Pimco Intermed Muni Bond Etf (MUNI)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab International Small-cap Equity Etf Etf (SCHC)

View all positions for Morton Brown Family Wealth

Top funds holding Industrial SPDR

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

View all funds holding Industrial SPDR