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Materials SPDR shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Materials SPDR

Tip: Access up to 7 years of quarterly data

All positions including Materials SPDR held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Materials SPDR by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 219 89.62
2025-06-30 $19k 219 87.81
2025-03-31 $20k 231 85.98
2024-12-31 $26k 312 84.14
2024-09-30 $29k 300 96.38
2024-06-30 $27k 300 88.31
2024-03-31 $28k 300 92.89