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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
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

Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Vanguard Value Etf Value Etf (VTV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Spdr Ser Tr S&p Divid Etf S&p Divid Etf (SDY)
Industrial Select Sector Spdr Sbi Int-inds (XLI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Vanguard Growth Etf Growth Etf (VUG)
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)

View all positions for Wellspring Financial Advisors

Top funds holding Industrial SPDR

Bank of America Corporation
Goldman Sachs Group
Gates Capital Management
UBS Group
Millennium Management
Citadel Advisors
Wells Fargo & Company
Bnp Paribas Arbitrage, Snc
Jpmorgan Chase & Co
Citigroup
Barclays
Royal Bank of Canada
Migdal Insurance & Financial Holdings
Healthcare Of Ontario Pension Plan Trust Fund
Fisher Investments

View all funds holding Industrial SPDR