Industrial SPDR shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 51k | 154.23 |
| 2025-06-30 | $8.3M | 57k | 147.52 |
| 2025-03-31 | $11M | 80k | 131.07 |
| 2024-12-31 | $12M | 90k | 131.76 |
| 2024-09-30 | $12M | 91k | 135.44 |
| 2024-06-30 | $11M | 93k | 121.87 |
| 2023-12-31 | $3.3M | 29k | 113.99 |
| 2023-09-30 | $2.9M | 29k | 101.70 |