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Industrial SPDR shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Industrial SPDR

Tip: Access up to 7 years of quarterly data

All positions including Industrial SPDR held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Industrial SPDR by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $214k 1.2k 185.23

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Qim Us Large Cap (SEIM)
Sei Exchange Traded Funds Qim Us Large Val (SEIV)
Sei Exchange Traded Funds Sele Intl Eq Etf (SEIE)
Sei Exchange Traded Funds Qim Us Lrg Cap Q (SEIQ)
Sei Exchange Traded Funds Sele Smal Ca Etf (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us High Prof Etf (DUHP)

View all positions for Summit Wealth Group Llc / Co

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