Industrial SPDR shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Industrial SPDR
Tip: Access up to 7 years of quarterly data
All positions including Industrial SPDR held by Optimum Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Industrial SPDR by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $328k | 2.6k | 125.96 |
| 2023-12-31 | $382k | 3.4k | 113.99 |
| 2023-09-30 | $360k | 3.6k | 101.38 |
| 2023-06-30 | $392k | 3.7k | 107.32 |
| 2023-03-31 | $369k | 3.7k | 101.18 |
| 2022-12-31 | $378k | 3.9k | 98.21 |
| 2022-09-30 | $319k | 3.9k | 82.86 |
| 2022-06-30 | $14k | 5.4k | 2.67 |
| 2022-03-31 | $396k | 3.9k | 102.86 |
| 2021-12-31 | $407k | 3.9k | 105.71 |
| 2021-09-30 | $424k | 4.3k | 97.92 |
| 2021-06-30 | $653k | 6.4k | 102.35 |
| 2021-03-31 | $655k | 6.7k | 98.42 |
| 2020-12-31 | $642k | 7.3k | 88.49 |
| 2020-09-30 | $558k | 7.3k | 76.91 |
| 2020-06-30 | $502k | 7.3k | 68.72 |
| 2020-03-31 | $431k | 7.3k | 59.00 |
| 2019-12-31 | $696k | 8.5k | 81.48 |
| 2019-09-30 | $663k | 8.5k | 77.62 |
| 2019-06-30 | $639k | 8.3k | 77.41 |
| 2019-03-31 | $619k | 8.3k | 74.98 |
| 2018-12-31 | $548k | 8.5k | 64.43 |
| 2018-09-30 | $667k | 8.5k | 78.42 |
| 2018-06-30 | $609k | 8.5k | 71.60 |
| 2018-03-31 | $632k | 8.5k | 74.31 |
| 2017-12-31 | $644k | 8.5k | 75.72 |
| 2017-09-30 | $563k | 7.9k | 71.00 |
| 2017-06-30 | $540k | 7.9k | 68.10 |
| 2017-03-31 | $548k | 8.4k | 65.01 |
| 2016-12-31 | $568k | 9.1k | 62.21 |
| 2016-09-30 | $492k | 8.4k | 58.36 |
| 2016-06-30 | $472k | 8.4k | 55.99 |
| 2016-03-31 | $521k | 9.4k | 55.47 |
| 2015-12-31 | $498k | 9.4k | 53.02 |
| 2015-09-30 | $493k | 9.9k | 49.94 |
| 2015-03-31 | $603k | 11k | 55.72 |
| 2014-12-31 | $640k | 21k | 30.00 |
| 2014-09-30 | $74k | 1.3k | 56.40 |
| 2014-06-30 | $71k | 1.3k | 54.12 |
More positions owned by Optimum Investment Advisors
View all positions for Optimum Investment Advisors