Industrial SPDR shares owned by Swan Wealth Advisors
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Swan Wealth Advisors
from 13F filings
Historical chart of Swan Wealth Advisors investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by Swan Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $51M | 446k | 113.99 |
| 2023-09-30 | $54M | 536k | 101.38 |
| 2023-06-30 | $60M | 600k | 100.43 |
| 2023-03-31 | $66M | 652k | 100.43 |
| 2022-12-31 | $70M | 697k | 100.43 |
| 2022-09-30 | $65M | 788k | 82.84 |
| 2022-06-30 | $72M | 819k | 87.34 |
| 2022-03-31 | $89M | 860k | 102.98 |
| 2021-12-31 | $94M | 888k | 105.81 |
| 2021-09-30 | $93M | 953k | 97.84 |
| 2021-06-30 | $104M | 1.0M | 102.73 |
| 2021-03-31 | $105M | 1.1M | 98.45 |
| 2020-12-31 | $111M | 1.3M | 88.55 |
| 2020-09-30 | $127M | 1.7M | 76.98 |
| 2020-06-30 | $132M | 1.9M | 68.70 |
| 2020-03-31 | $142M | 2.4M | 59.01 |
| 2019-12-31 | $212M | 2.6M | 81.47 |
| 2019-09-30 | $235M | 3.0M | 77.57 |
| 2019-06-30 | $255M | 3.3M | 76.61 |
| 2019-03-31 | $392M | 5.3M | 74.38 |
| 2018-12-31 | $281M | 4.4M | 63.77 |
| 2018-09-30 | $361M | 4.6M | 78.45 |
| 2018-06-30 | $385M | 5.4M | 71.48 |
| 2018-03-31 | $400M | 5.5M | 73.22 |
| 2017-12-31 | $417M | 5.5M | 75.81 |
| 2017-09-30 | $402M | 5.7M | 70.79 |
| 2017-06-30 | $365M | 5.4M | 68.11 |
| 2017-03-31 | $328M | 5.0M | 65.33 |
| 2016-12-31 | $278M | 4.5M | 62.44 |
| 2016-09-30 | $257M | 4.4M | 57.87 |
| 2016-06-30 | $223M | 4.0M | 54.96 |
| 2016-03-31 | $206M | 3.7M | 55.69 |
| 2015-12-31 | $190M | 3.6M | 53.42 |
| 2015-09-30 | $174M | 3.5M | 49.88 |
| 2015-06-30 | $170M | 3.2M | 54.03 |
| 2015-03-31 | $160M | 2.8M | 56.59 |
| 2014-12-31 | $138M | 2.4M | 57.42 |
| 2014-09-30 | $117M | 2.2M | 53.15 |
| 2014-06-30 | $100M | 1.9M | 54.06 |
| 2014-03-31 | $79M | 1.5M | 50.96 |
| 2013-12-31 | $27M | 517k | 52.26 |