Industrial SPDR shares owned by Wealth Management Group
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 20k | 154.23 |
| 2025-06-30 | $3.0M | 21k | 147.52 |
| 2025-03-31 | $5.5M | 42k | 131.07 |
| 2024-12-31 | $7.0M | 53k | 131.76 |
| 2024-09-30 | $7.8M | 58k | 135.44 |
| 2024-06-30 | $8.6M | 70k | 121.87 |
| 2024-03-31 | $9.1M | 72k | 125.96 |
| 2023-12-31 | $8.0M | 71k | 113.99 |
| 2023-09-30 | $7.0M | 69k | 101.38 |
| 2023-06-30 | $5.4M | 50k | 107.32 |
| 2023-03-31 | $1.5M | 15k | 101.18 |
| 2022-12-31 | $1.3M | 14k | 98.24 |
| 2022-09-30 | $1.1M | 13k | 82.81 |
| 2022-06-30 | $1.2M | 14k | 87.34 |
| 2022-03-31 | $5.7M | 55k | 102.97 |
| 2021-12-31 | $1.8M | 17k | 105.82 |
| 2021-09-30 | $1.8M | 19k | 97.82 |
| 2021-06-30 | $1.8M | 18k | 102.41 |
| 2021-03-31 | $1.7M | 17k | 98.48 |
| 2020-12-31 | $1.8M | 20k | 88.56 |
| 2020-09-30 | $1.5M | 20k | 76.97 |
| 2020-06-30 | $1.1M | 16k | 68.68 |
| 2020-03-31 | $4.9M | 82k | 59.01 |
| 2019-12-31 | $1.8M | 22k | 81.48 |
| 2019-09-30 | $1.1M | 14k | 77.63 |
| 2019-06-30 | $1.1M | 15k | 77.45 |
| 2019-03-31 | $1.3M | 17k | 75.02 |
| 2018-12-31 | $1.2M | 19k | 64.43 |
| 2018-09-30 | $2.2M | 28k | 78.41 |
| 2018-06-30 | $2.1M | 29k | 71.64 |
| 2018-03-31 | $2.1M | 29k | 74.29 |
| 2017-12-31 | $2.1M | 28k | 75.66 |
| 2017-09-30 | $1.8M | 26k | 71.01 |
| 2017-06-30 | $3.0M | 44k | 68.10 |
| 2017-03-31 | $2.0M | 31k | 65.05 |
| 2016-12-31 | $1.8M | 30k | 62.23 |
| 2016-09-30 | $370k | 6.3k | 58.37 |