Industrial SPDR shares owned by Summit Financial
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 18k | 125.96 |
| 2023-12-31 | $1.6M | 14k | 113.99 |
| 2023-09-30 | $843k | 8.3k | 101.38 |
| 2023-06-30 | $1.1M | 10k | 107.32 |
| 2023-03-31 | $1.0M | 10k | 101.18 |
| 2022-12-31 | $928k | 9.4k | 98.20 |
| 2022-09-30 | $777k | 9.4k | 82.85 |
| 2022-06-30 | $820k | 9.4k | 87.35 |
| 2022-03-31 | $838k | 8.1k | 103.02 |
| 2021-12-31 | $663k | 6.3k | 105.73 |
| 2021-09-30 | $613k | 6.3k | 97.79 |
| 2021-06-30 | $520k | 5.1k | 102.51 |
| 2021-03-31 | $464k | 4.7k | 98.30 |
| 2020-12-31 | $416k | 4.7k | 88.44 |