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
Download as csvQuarterly reported holdings in Materials SPDR by BKM Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $200k | 4.0k | 49.97 |
| 2025-06-30 | $200k | 2.3k | 87.81 |
| 2025-03-31 | $196k | 2.3k | 85.98 |
| 2024-09-30 | $220k | 2.3k | 96.38 |
| 2023-12-31 | $387k | 4.5k | 85.56 |