Materials SPDR shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Materials SPDR
Tip: Access up to 7 years of quarterly data
All positions including Materials SPDR held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Materials SPDR by Beacon Financial Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $351k | 3.8k | 92.89 |
2023-12-31 | $330k | 3.9k | 85.55 |
2023-09-30 | $294k | 3.7k | 78.55 |
2023-06-30 | $275k | 3.3k | 82.87 |
2023-03-31 | $266k | 3.3k | 80.66 |
2022-12-31 | $207k | 2.7k | 77.68 |
2022-03-31 | $234k | 2.6k | 88.34 |
2021-12-31 | $240k | 2.6k | 90.63 |
2021-09-30 | $209k | 2.6k | 78.99 |
2021-06-30 | $226k | 2.7k | 82.36 |
2021-03-31 | $216k | 2.7k | 78.77 |