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
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Quarterly reported holdings in Industrial SPDR by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 11k | 154.23 |
| 2025-06-30 | $1.7M | 12k | 147.52 |
| 2025-03-31 | $1.8M | 14k | 131.07 |
| 2024-12-31 | $3.7M | 28k | 131.76 |
| 2024-09-30 | $3.8M | 28k | 135.44 |
| 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
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