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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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All positions including Industrial SPDR held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Industrial SPDR by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 9.2k 125.96
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