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Industrial SPDR shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Industrial SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Industrial SPDR by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.1M 19k 161.73

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View all positions for Sax Wealth Advisors

Top funds holding Industrial SPDR

Bank of America Corporation
Citigroup
Morgan Stanley
Jpmorgan Chase & Co
Wells Fargo & Company
Citadel Advisors
Goldman Sachs Group
Jane Street
LPL Financial
UBS Group
Elliott Investment Management
Migdal Insurance & Financial Holdings
Phoenix Holdings
Fisher Investments
Menora Mivtachim Holdings

View all funds holding Industrial SPDR