Industrial SPDR shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Industrial SPDR
Tip: Access up to 7 years of quarterly data
All positions including Industrial SPDR held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in Industrial SPDR by TrinityPoint Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $1.3M | 10k | 131.76 |
2024-09-30 | $1.4M | 10k | 135.43 |
2024-06-30 | $1.2M | 10k | 121.87 |
2024-03-31 | $1.3M | 10k | 125.96 |
2023-12-31 | $1.2M | 10k | 113.99 |
2023-09-30 | $2.5M | 25k | 101.38 |
2023-06-30 | $2.7M | 25k | 107.32 |
2023-03-31 | $2.5M | 25k | 101.18 |
2022-12-31 | $2.5M | 25k | 98.21 |
2022-09-30 | $2.1M | 26k | 82.84 |
2022-06-30 | $2.2M | 25k | 87.33 |
2022-03-31 | $2.8M | 28k | 102.98 |
2021-12-31 | $4.5M | 43k | 105.80 |
2021-09-30 | $4.1M | 42k | 97.84 |
2021-06-30 | $3.0M | 29k | 102.41 |
2021-03-31 | $5.5M | 56k | 98.45 |
2020-12-31 | $4.8M | 55k | 87.11 |
2020-09-30 | $3.6M | 47k | 76.98 |
2020-06-30 | $1.6M | 24k | 68.72 |
2020-03-31 | $1.0M | 17k | 59.00 |