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Industrial SPDR shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in Industrial SPDR

Tip: Access up to 7 years of quarterly data

All positions including Industrial SPDR held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Industrial SPDR by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $809k 5.0k 161.73
2025-09-30 $798k 5.2k 154.23
2025-06-30 $763k 5.2k 147.52
2025-03-31 $678k 5.2k 131.07
2024-12-31 $682k 5.2k 131.76