Materials SPDR shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Materials SPDR
Tip: Access up to 7 years of quarterly data
All positions including Materials SPDR held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Materials SPDR by JFS Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $236k | 2.5k | 92.89 |
2023-12-31 | $213k | 2.5k | 85.54 |
2023-09-30 | $195k | 2.5k | 78.55 |
2023-06-30 | $198k | 2.4k | 82.87 |
2023-03-31 | $248k | 3.1k | 80.66 |
2022-12-31 | $237k | 3.1k | 77.68 |
2022-09-30 | $567k | 8.3k | 68.05 |
2022-06-30 | $624k | 8.5k | 73.62 |
2022-03-31 | $818k | 9.3k | 88.11 |
2021-12-31 | $877k | 9.7k | 90.58 |
2021-09-30 | $763k | 9.6k | 79.13 |
2021-06-30 | $148k | 1.8k | 82.22 |
2018-03-31 | $6.0k | 100 | 60.00 |
2017-12-31 | $0 | 7 | 0.00 |
2016-03-31 | $2.0k | 38 | 52.63 |
2015-12-31 | $2.0k | 38 | 52.63 |