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Materials SPDR shares owned by Centric Wealth Management

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

Historical chart of Centric Wealth Management investment in Materials SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Materials SPDR by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.1M 82k 49.65
2021-12-31 $1.6M 18k 90.62

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Hartford Fds Exchange Traded Strategic Income (HFSI)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
Eli Lilly & Co. (LLY)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
NVIDIA Corporation (NVDA)
Ishares Tr Ibonds Dec 2030 (IBDV)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
UnitedHealth (UNH)

View all positions for Centric Wealth Management

Top funds holding Materials SPDR

Barclays
Susquehanna International
Gates Capital Management
Goldman Sachs Group
Menora Mivtachim Holdings
UBS Group
Jane Street
Wells Fargo & Company
LPL Financial
CIBC World Markets
SRB Corporation
Migdal Insurance & Financial Holdings
Bnp Paribas Arbitrage, Snc
Main Management ETF Advisors
Ameriprise Financial

View all funds holding Materials SPDR