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Industrial SPDR shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Industrial SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Industrial SPDR by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $570k 3.5k 161.75

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Brown & Brown (BRO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Summit Wealth Partners

Top funds holding Industrial SPDR

Citigroup
Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jane Street
Wells Fargo & Company
Elliott Investment Management
UBS Group
LPL Financial
Susquehanna International
Menora Mivtachim Holdings
Healthcare Of Ontario Pension Plan Trust Fund
Migdal Insurance & Financial Holdings
Envestnet Asset Management
Fisher Investments

View all funds holding Industrial SPDR