Industrial SPDR shares owned by Source Financial Advisors
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $366k | 2.7k | 135.44 |
| 2024-06-30 | $215k | 1.8k | 121.87 |
| 2024-03-31 | $230k | 1.8k | 125.96 |
| 2023-12-31 | $331k | 2.9k | 113.99 |
| 2023-09-30 | $300k | 3.0k | 101.38 |
| 2023-06-30 | $361k | 3.4k | 107.31 |
| 2023-03-31 | $370k | 3.7k | 101.17 |
| 2022-12-31 | $365k | 3.7k | 98.20 |
| 2022-09-30 | $310k | 3.7k | 82.71 |
| 2022-06-30 | $364k | 4.2k | 87.35 |
| 2022-03-31 | $440k | 4.3k | 102.90 |
| 2021-12-31 | $474k | 4.5k | 105.73 |
| 2021-09-30 | $447k | 4.6k | 97.75 |
| 2021-06-30 | $949k | 9.3k | 102.37 |
| 2021-03-31 | $878k | 8.9k | 98.41 |
| 2020-12-31 | $784k | 8.9k | 88.55 |