Industrial SPDR shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $3.4M | 18k | 185.23 |
| 2026-03-31 | $1.0M | 6.3k | 161.73 |
| 2025-12-31 | $575k | 3.7k | 155.12 |
| 2025-09-30 | $879k | 5.7k | 154.23 |
| 2025-06-30 | $723k | 4.9k | 147.52 |
| 2025-03-31 | $568k | 4.3k | 131.09 |
| 2024-12-31 | $464k | 3.5k | 131.76 |
| 2024-09-30 | $684k | 5.1k | 135.45 |
| 2024-06-30 | $1.1M | 8.9k | 121.87 |
| 2024-03-31 | $4.6M | 36k | 125.96 |
| 2022-09-30 | $639k | 7.7k | 82.78 |
| 2022-06-30 | $672k | 7.7k | 87.31 |
| 2022-03-31 | $1.1M | 11k | 102.94 |
| 2021-12-31 | $3.3M | 32k | 105.81 |