Materials SPDR shares owned by LifePlan Financial
Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by LifePlan Financial
from 13F filings
Historical chart of LifePlan Financial investment in Materials SPDR
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All positions including Materials SPDR held by LifePlan Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Materials SPDR by LifePlan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 66k | 89.62 |
| 2025-06-30 | $5.5M | 62k | 87.81 |
| 2025-03-31 | $5.1M | 60k | 85.98 |
| 2024-12-31 | $4.7M | 56k | 84.14 |
| 2024-09-30 | $5.2M | 54k | 96.38 |
| 2024-06-30 | $4.6M | 52k | 88.31 |
| 2024-03-31 | $4.9M | 53k | 92.89 |
| 2023-12-31 | $4.3M | 50k | 85.54 |