Materials SPDR shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Materials SPDR
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Quarterly reported holdings in Materials SPDR by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $508k | 11k | 45.35 |
| 2025-09-30 | $490k | 5.5k | 89.62 |
| 2025-06-30 | $483k | 5.5k | 87.81 |
| 2025-03-31 | $473k | 5.5k | 85.98 |
| 2024-12-31 | $463k | 5.5k | 84.14 |
| 2024-09-30 | $530k | 5.5k | 96.38 |
| 2024-06-30 | $485k | 5.5k | 88.31 |
| 2024-03-31 | $512k | 5.5k | 92.89 |
| 2023-12-31 | $472k | 5.5k | 85.54 |
| 2023-09-30 | $459k | 5.8k | 78.55 |
| 2023-06-30 | $484k | 5.8k | 82.87 |
| 2023-03-31 | $454k | 5.6k | 80.66 |
| 2022-12-31 | $438k | 5.6k | 77.68 |
| 2022-09-30 | $378k | 5.6k | 68.01 |
| 2022-06-30 | $382k | 5.2k | 73.63 |
| 2022-03-31 | $457k | 5.2k | 88.09 |
| 2021-12-31 | $683k | 7.5k | 90.66 |
| 2021-09-30 | $607k | 7.7k | 79.10 |
| 2021-06-30 | $662k | 8.0k | 82.35 |
| 2021-03-31 | $611k | 7.7k | 78.86 |
| 2020-12-31 | $550k | 7.6k | 72.45 |
| 2020-09-30 | $469k | 7.4k | 63.68 |
| 2020-06-30 | $425k | 7.5k | 56.36 |
| 2020-03-31 | $294k | 6.5k | 45.02 |
| 2019-12-31 | $514k | 514 | 1000.00 |
| 2019-09-30 | $510k | 8.8k | 58.19 |
| 2019-06-30 | $201k | 3.4k | 58.53 |
| 2018-03-31 | $274k | 4.8k | 57.35 |
| 2017-12-31 | $1.3M | 21k | 61.15 |
| 2017-09-30 | $370k | 6.5k | 56.79 |
| 2017-06-30 | $514k | 9.5k | 53.95 |
| 2015-12-31 | $999k | 23k | 43.41 |
| 2015-03-31 | $1.6M | 32k | 48.79 |
| 2014-12-31 | $1.7M | 35k | 48.58 |
| 2014-09-30 | $1.3M | 26k | 50.21 |
| 2014-06-30 | $1.4M | 28k | 49.63 |
| 2014-03-31 | $3.6M | 76k | 47.29 |
| 2013-12-31 | $3.3M | 71k | 46.23 |
| 2013-09-30 | $4.9M | 117k | 42.01 |
| 2013-06-30 | $2.8M | 72k | 38.34 |
More positions owned by Institute For Wealth Management
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