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
Tip: Access up to 7 years of quarterly data
All positions including Industrial SPDR held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Industrial SPDR by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $8.4M | 52k | 161.73 |
| 2025-12-31 | $4.0M | 26k | 155.12 |
| 2025-09-30 | $4.0M | 26k | 154.23 |
| 2025-06-30 | $3.6M | 25k | 147.52 |
| 2025-03-31 | $3.3M | 25k | 131.07 |
| 2024-12-31 | $9.5M | 73k | 131.76 |
| 2024-09-30 | $9.7M | 72k | 135.44 |
| 2024-06-30 | $7.6M | 62k | 121.87 |
| 2024-03-31 | $7.3M | 58k | 125.96 |
| 2023-12-31 | $6.7M | 58k | 113.99 |
| 2023-09-30 | $5.8M | 58k | 101.38 |
| 2023-06-30 | $6.1M | 57k | 107.32 |
| 2023-03-31 | $441k | 4.4k | 101.18 |
| 2022-12-31 | $379k | 3.9k | 98.21 |
| 2022-09-30 | $481k | 5.8k | 82.84 |
| 2022-06-30 | $437k | 5.0k | 87.34 |
| 2022-03-31 | $1000k | 9.7k | 102.98 |
| 2021-12-31 | $610k | 5.8k | 105.81 |
| 2021-09-30 | $588k | 6.0k | 97.84 |
| 2021-06-30 | $378k | 3.7k | 102.40 |