Industrial SPDR shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $298k | 1.9k | 154.21 |
| 2025-06-30 | $300k | 2.0k | 147.55 |
| 2025-03-31 | $285k | 2.2k | 131.06 |
| 2024-12-31 | $301k | 2.3k | 131.75 |
| 2024-09-30 | $287k | 2.1k | 135.42 |
| 2024-06-30 | $274k | 2.2k | 121.88 |
| 2024-03-31 | $356k | 2.8k | 125.96 |
| 2023-12-31 | $340k | 3.0k | 113.97 |
| 2023-09-30 | $583k | 5.8k | 101.38 |
| 2023-06-30 | $719k | 6.7k | 107.32 |
| 2023-03-31 | $1.1M | 11k | 101.18 |
| 2022-12-31 | $2.9M | 30k | 98.21 |
| 2022-09-30 | $2.4M | 29k | 82.85 |
| 2022-06-30 | $2.3M | 27k | 87.33 |
| 2022-03-31 | $2.1M | 22k | 95.98 |
| 2021-09-30 | $253k | 2.6k | 97.95 |
| 2021-06-30 | $257k | 2.5k | 102.51 |