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Industrial SPDR shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial Advisors investment in Industrial SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Industrial SPDR by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.5M 29k 121.87
2024-03-31 $3.8M 30k 125.96
2023-09-30 $10M 99k 101.38
2023-06-30 $11M 99k 107.32
2023-03-31 $10M 103k 101.18

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Value Etf Value Etf (VTV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial Advisors

Top funds holding Industrial SPDR

Citigroup
Bank of America Corporation
Gates Capital Management
Morgan Stanley
Goldman Sachs Group
Jpmorgan Chase & Co
Wells Fargo & Company
Citadel Advisors
LPL Financial
Susquehanna International
Natixis
Healthcare Of Ontario Pension Plan Trust Fund
Churchill Management Corp.
Nomura Holdings
Barclays

View all funds holding Industrial SPDR