Industrial SPDR shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $345k | 2.2k | 154.20 |
| 2025-06-30 | $330k | 2.2k | 147.49 |
| 2025-03-31 | $293k | 2.2k | 131.07 |
| 2024-12-31 | $288k | 2.2k | 131.77 |
| 2024-09-30 | $296k | 2.2k | 135.44 |
| 2024-06-30 | $266k | 2.2k | 121.88 |
| 2024-03-31 | $275k | 2.2k | 125.98 |
| 2023-12-31 | $249k | 2.2k | 113.98 |
| 2023-09-30 | $222k | 2.2k | 101.40 |
| 2023-06-30 | $227k | 2.1k | 107.30 |
| 2023-03-31 | $217k | 2.1k | 101.16 |
| 2022-12-31 | $246k | 2.5k | 98.22 |
| 2022-09-30 | $216k | 2.6k | 82.79 |
| 2022-06-30 | $255k | 2.9k | 87.33 |
| 2022-03-31 | $4.0M | 39k | 102.97 |
| 2021-12-31 | $4.0M | 38k | 105.80 |
| 2021-09-30 | $11M | 108k | 97.84 |
| 2021-06-30 | $8.1M | 79k | 102.40 |
| 2021-03-31 | $7.3M | 74k | 98.45 |
| 2020-12-31 | $697k | 7.9k | 88.54 |