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Materials SPDR shares owned by BKM Wealth Management

Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by BKM Wealth Management from 13F filings

Historical chart of BKM Wealth Management investment in Materials SPDR

Tip: Access up to 7 years of quarterly data

All positions including Materials SPDR held by BKM Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Materials SPDR by BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $220k 2.3k 96.38
2023-12-31 $387k 4.5k 85.56

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares U S Etf Tr Commodity Curve (CCRV)
Lowe's Companies (LOW)

View all positions for BKM Wealth Management

Top funds holding Materials SPDR

Jane Street
Susquehanna International
Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Gates Capital Management
Wells Fargo & Company
Citadel Advisors
Balyasny Asset Management
Barclays
ING Groep
Migdal Insurance & Financial Holdings
Factory Mutual Insurance Company
CIBC World Markets
Natixis

View all funds holding Materials SPDR