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Materials SPDR shares owned by Circle Wealth Management

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

Historical chart of Circle Wealth Management investment in Materials SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Materials SPDR by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $277k 5.5k 49.97
2020-03-31 $536k 12k 45.06

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
Goldman Sachs Etf Tr India Equity Etf (GIND)
Microsoft Corporation (MSFT)

View all positions for Circle Wealth Management

Top funds holding Materials SPDR

Barclays
Susquehanna International
Citadel Advisors
Bank of America Corporation
Bank Of Montreal
Morgan Stanley
Bnp Paribas Arbitrage, Snc
Goldman Sachs Group
Wells Fargo & Company
Menora Mivtachim Holdings
Gates Capital Management
Jane Street
UBS Group
Jain Global
LPL Financial

View all funds holding Materials SPDR