Industrial SPDR shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 7.4k | 154.23 |
| 2025-06-30 | $1.1M | 7.3k | 147.51 |
| 2025-03-31 | $943k | 7.2k | 131.06 |
| 2024-12-31 | $1.0M | 7.5k | 135.30 |
| 2024-09-30 | $999k | 7.4k | 135.49 |
| 2024-06-30 | $946k | 7.8k | 120.83 |
| 2024-03-31 | $986k | 8.1k | 122.02 |
| 2023-09-30 | $838k | 8.1k | 102.83 |
| 2023-06-30 | $1.1M | 9.9k | 107.32 |
| 2023-03-31 | $1.0M | 10k | 99.09 |
| 2022-12-31 | $992k | 10k | 98.42 |
| 2022-09-30 | $815k | 9.4k | 86.86 |
| 2022-06-30 | $803k | 9.1k | 87.87 |
| 2022-03-31 | $914k | 8.9k | 102.17 |
| 2021-12-31 | $918k | 8.7k | 104.99 |
| 2021-09-30 | $829k | 8.5k | 97.82 |