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Materials SPDR shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors investment in Materials SPDR

Tip: Access up to 7 years of quarterly data

All positions including Materials SPDR held by Marshall & Sterling Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Materials SPDR by Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $83k 1.6k 50.84

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Invesco S&p MF Closed and MF Open (RSP)
Ishares Msci MF Closed and MF Open (GARP)
Vanguard Mid MF Closed and MF Open (VO)
Invesco S&p MF Closed and MF Open (RWK)
Swan Hedged MF Closed and MF Open (HEGD)
Tortoise North MF Closed and MF Open (TPYP)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Ishares 7-10yr MF Closed and MF Open (IEF)
Neos Russell MF Closed and MF Open (IWMI)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding Materials SPDR

Bank of America Corporation
Bank Of Montreal
Wells Fargo & Company
Morgan Stanley
Jane Street
Goldman Sachs Group
Envestnet Asset Management
UBS Group
Gates Capital Management
LPL Financial
Raymond James Financial
ADAPT Investment Managers SA
Menora Mivtachim Holdings
Royal Bank of Canada
Citadel Advisors

View all funds holding Materials SPDR