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
Download as csvQuarterly 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 |