Materials SPDR shares owned by Caldwell Trust
Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Materials SPDR
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Quarterly reported holdings in Materials SPDR by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $447k | 5.0k | 89.62 |
| 2021-12-31 | $165k | 1.8k | 90.61 |
| 2021-09-30 | $143k | 1.8k | 79.11 |
| 2021-06-30 | $149k | 1.8k | 82.31 |
| 2021-03-31 | $155k | 2.0k | 78.80 |
| 2020-12-31 | $114k | 1.6k | 72.39 |
| 2020-09-30 | $100k | 1.6k | 63.64 |
| 2020-06-30 | $92k | 1.6k | 56.35 |
| 2020-03-31 | $107k | 2.4k | 45.04 |
| 2019-12-31 | $146k | 2.4k | 61.42 |