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Materials SPDR shares owned by Independent Financial Group

Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in Materials SPDR

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All positions including Materials SPDR held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Materials SPDR by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.1M 62k 49.97
2025-09-30 $980k 11k 89.62
2025-06-30 $892k 10k 87.81
2025-03-31 $1.1M 12k 85.98
2024-12-31 $683k 8.1k 84.14
2024-09-30 $552k 5.7k 96.39
2024-06-30 $608k 6.9k 88.32
2024-03-31 $750k 8.1k 92.89
2023-12-31 $677k 7.9k 85.54
2023-09-30 $629k 8.0k 78.55
2023-06-30 $685k 8.3k 82.87
2023-03-31 $622k 7.7k 80.66
2022-12-31 $422k 5.4k 77.68
2022-09-30 $334k 4.9k 68.02
2022-06-30 $391k 5.3k 73.61
2022-03-31 $389k 4.4k 88.15
2021-12-31 $311k 3.4k 90.61
2021-09-30 $242k 3.1k 79.12
2021-06-30 $346k 4.2k 82.32
2021-03-31 $338k 4.3k 78.80
2020-12-31 $300k 4.1k 72.39
2020-09-30 $226k 3.6k 63.63