Materials SPDR shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Materials SPDR
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Quarterly reported holdings in Materials SPDR by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $207k | 2.5k | 82.87 |
| 2023-03-31 | $213k | 2.6k | 80.66 |
| 2022-12-31 | $212k | 2.7k | 77.68 |
| 2022-09-30 | $170k | 2.5k | 68.00 |
| 2022-06-30 | $184k | 2.5k | 73.60 |
| 2022-03-31 | $220k | 2.5k | 88.00 |
| 2021-12-31 | $227k | 2.5k | 90.80 |
| 2021-09-30 | $198k | 2.5k | 79.20 |
| 2021-06-30 | $206k | 2.5k | 82.40 |
| 2021-03-31 | $197k | 2.5k | 78.80 |
| 2020-12-31 | $181k | 2.5k | 72.40 |
| 2020-09-30 | $159k | 2.5k | 63.60 |
| 2020-06-30 | $141k | 2.5k | 56.40 |
| 2020-03-31 | $113k | 2.5k | 45.20 |
| 2019-12-31 | $154k | 2.5k | 61.60 |
| 2019-09-30 | $146k | 2.5k | 58.40 |
| 2019-06-30 | $146k | 2.5k | 58.40 |
| 2019-03-31 | $139k | 2.5k | 55.60 |
| 2018-12-31 | $126k | 2.5k | 50.40 |
| 2018-09-30 | $145k | 2.5k | 58.00 |
| 2018-06-30 | $145k | 2.5k | 58.00 |
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