Materials SPDR shares owned by BigSur Wealth Management
Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by BigSur Wealth Management
from 13F filings
Historical chart of BigSur Wealth Management investment in Materials SPDR
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Quarterly reported holdings in Materials SPDR by BigSur Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $933k | 10k | 89.62 |
| 2025-06-30 | $914k | 10k | 87.81 |
| 2025-03-31 | $1.0M | 12k | 85.98 |
| 2024-12-31 | $1.0M | 12k | 84.14 |
| 2024-09-30 | $1.1M | 12k | 96.38 |
| 2024-06-30 | $1.1M | 12k | 88.31 |
| 2024-03-31 | $1.2M | 12k | 92.89 |
| 2023-12-31 | $527k | 6.2k | 85.54 |
| 2023-09-30 | $484k | 6.2k | 78.55 |
| 2023-06-30 | $511k | 6.2k | 82.87 |
| 2023-03-31 | $835k | 10k | 80.66 |
| 2022-12-31 | $688k | 8.9k | 77.68 |
| 2022-09-30 | $636k | 9.4k | 68.02 |
| 2022-06-30 | $872k | 12k | 73.59 |
| 2022-03-31 | $251k | 2.9k | 88.07 |
| 2021-12-31 | $1.1M | 12k | 90.58 |
| 2021-09-30 | $712k | 9.0k | 79.11 |
| 2021-06-30 | $235k | 2.9k | 82.46 |
| 2021-03-31 | $225k | 2.9k | 78.95 |
| 2020-12-31 | $62k | 850 | 72.94 |
| 2020-09-30 | $54k | 850 | 63.53 |
| 2020-06-30 | $48k | 850 | 56.47 |
| 2020-03-31 | $38k | 850 | 44.71 |
| 2019-12-31 | $52k | 850 | 61.18 |