Materials SPDR shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Materials SPDR
Tip: Access up to 7 years of quarterly data
All positions including Materials SPDR held by Roberts Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Materials SPDR by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $326k | 3.6k | 89.50 |
| 2023-09-30 | $271k | 3.5k | 78.40 |
| 2023-06-30 | $293k | 3.5k | 82.87 |
| 2023-03-31 | $289k | 3.6k | 80.00 |
| 2022-12-31 | $276k | 3.6k | 77.60 |
| 2022-09-30 | $245k | 3.4k | 71.10 |
| 2022-06-30 | $243k | 3.3k | 72.99 |
| 2022-03-31 | $285k | 3.2k | 88.98 |
| 2021-12-31 | $282k | 3.2k | 89.44 |
| 2021-09-30 | $243k | 3.1k | 79.08 |