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Industrial SPDR shares owned by New Wave Wealth Advisors

Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by New Wave Wealth Advisors from 13F filings

Historical chart of New Wave Wealth Advisors investment in Industrial SPDR

Tip: Access up to 7 years of quarterly data

All positions including Industrial SPDR held by New Wave Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Industrial SPDR by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.4M 26k 131.76
2024-06-30 $3.3M 27k 121.87

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Wal-Mart Stores (WMT)
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First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Tyson Foods Cl A (TSN)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
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Amazon (AMZN)
Ishares Tr Msci India Etf (INDA)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for New Wave Wealth Advisors

Top funds holding Industrial SPDR

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

View all funds holding Industrial SPDR