Industrial SPDR shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 11k | 154.23 |
| 2025-06-30 | $2.0M | 13k | 147.52 |
| 2025-03-31 | $1.7M | 13k | 131.07 |
| 2024-12-31 | $1.8M | 14k | 131.76 |
| 2024-09-30 | $1.9M | 14k | 135.44 |
| 2024-06-30 | $1.8M | 15k | 121.87 |
| 2024-03-31 | $1.1M | 9.2k | 122.09 |
| 2023-12-31 | $925k | 8.1k | 113.99 |
| 2023-09-30 | $754k | 7.4k | 101.38 |
| 2023-06-30 | $792k | 7.4k | 107.32 |
| 2023-03-31 | $1.0M | 10k | 101.18 |
| 2022-12-31 | $548k | 5.6k | 98.21 |
| 2022-09-30 | $454k | 5.5k | 82.79 |
| 2022-06-30 | $454k | 5.2k | 87.37 |
| 2022-03-31 | $1.4M | 14k | 103.01 |
| 2021-12-31 | $1.1M | 11k | 105.85 |
| 2021-09-30 | $988k | 10k | 97.88 |
| 2021-06-30 | $946k | 9.2k | 102.39 |
| 2021-03-31 | $905k | 9.2k | 98.50 |
| 2020-12-31 | $826k | 9.3k | 88.56 |
| 2020-09-30 | $834k | 11k | 76.95 |
| 2020-06-30 | $924k | 13k | 68.73 |
| 2020-03-31 | $773k | 12k | 62.99 |
| 2019-12-31 | $641k | 7.9k | 81.42 |
| 2019-09-30 | $529k | 6.8k | 77.61 |
| 2019-06-30 | $527k | 6.8k | 77.45 |
| 2019-03-31 | $508k | 6.8k | 74.97 |
| 2018-12-31 | $349k | 5.4k | 64.40 |
| 2018-09-30 | $518k | 7.4k | 69.75 |
| 2018-06-30 | $553k | 7.4k | 74.84 |
| 2018-03-31 | $448k | 6.0k | 74.26 |
| 2017-12-31 | $474k | 6.3k | 75.74 |
| 2017-09-30 | $262k | 3.7k | 70.91 |