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
Download as csv Download as ExcelQuarterly 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 |