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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Industrial SPDR by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
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