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
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Quarterly reported holdings in Materials SPDR by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $314k | 3.5k | 89.61 |
| 2025-06-30 | $308k | 3.5k | 87.80 |
| 2025-03-31 | $329k | 3.8k | 85.97 |
| 2024-12-31 | $321k | 3.8k | 84.14 |
| 2024-09-30 | $366k | 3.8k | 96.38 |
| 2024-06-30 | $334k | 3.8k | 88.30 |
| 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 |