Materials SPDR shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Materials SPDR
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Quarterly reported holdings in Materials SPDR by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $601k | 6.7k | 89.62 |
| 2025-06-30 | $216k | 2.5k | 87.81 |
| 2025-03-31 | $217k | 2.5k | 85.98 |
| 2024-12-31 | $213k | 2.5k | 84.14 |
| 2024-09-30 | $242k | 2.5k | 96.38 |
| 2024-06-30 | $221k | 2.5k | 88.31 |
| 2024-03-31 | $236k | 2.5k | 92.89 |
| 2023-12-31 | $213k | 2.5k | 85.54 |
| 2023-09-30 | $195k | 2.5k | 78.55 |
| 2023-06-30 | $198k | 2.4k | 82.87 |
| 2023-03-31 | $248k | 3.1k | 80.66 |
| 2022-12-31 | $237k | 3.1k | 77.68 |
| 2022-09-30 | $567k | 8.3k | 68.05 |
| 2022-06-30 | $624k | 8.5k | 73.62 |
| 2022-03-31 | $818k | 9.3k | 88.11 |
| 2021-12-31 | $877k | 9.7k | 90.58 |
| 2021-09-30 | $763k | 9.6k | 79.13 |
| 2021-06-30 | $148k | 1.8k | 82.22 |
| 2018-03-31 | $6.0k | 100 | 60.00 |
| 2017-12-31 | $0 | 7 | 0.00 |
| 2016-03-31 | $2.0k | 38 | 52.63 |
| 2015-12-31 | $2.0k | 38 | 52.63 |