Materials SPDR shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Materials SPDR
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Quarterly reported holdings in Materials SPDR by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 42k | 45.35 |
| 2025-09-30 | $609k | 6.8k | 89.62 |
| 2025-06-30 | $546k | 6.2k | 87.82 |
| 2025-03-31 | $558k | 6.5k | 85.99 |
| 2024-12-31 | $578k | 6.9k | 84.14 |
| 2024-09-30 | $843k | 8.7k | 96.38 |
| 2024-06-30 | $929k | 11k | 88.31 |
| 2024-03-31 | $1.2M | 13k | 92.89 |
| 2023-09-30 | $941k | 12k | 78.55 |
| 2023-06-30 | $945k | 11k | 82.87 |
| 2023-03-31 | $875k | 11k | 80.66 |
| 2022-12-31 | $808k | 10k | 77.68 |
| 2022-09-30 | $676k | 9.9k | 68.01 |
| 2022-06-30 | $548k | 7.4k | 73.58 |
| 2022-03-31 | $651k | 7.4k | 88.21 |
| 2021-12-31 | $598k | 6.6k | 90.62 |
| 2021-09-30 | $594k | 7.5k | 79.12 |
| 2021-06-30 | $571k | 6.9k | 82.30 |
| 2021-03-31 | $541k | 6.9k | 78.85 |
| 2020-12-31 | $404k | 5.6k | 72.32 |
| 2020-09-30 | $370k | 5.8k | 63.64 |
| 2020-06-30 | $332k | 5.9k | 56.27 |
| 2020-03-31 | $273k | 6.1k | 45.03 |
| 2019-12-31 | $353k | 6.1k | 57.60 |
| 2019-09-30 | $365k | 6.1k | 60.32 |
| 2019-06-30 | $342k | 6.0k | 57.11 |
| 2019-03-31 | $309k | 5.6k | 55.42 |
| 2018-12-31 | $289k | 5.5k | 52.74 |
| 2018-09-30 | $298k | 5.3k | 56.09 |
| 2018-06-30 | $324k | 5.6k | 58.02 |
| 2018-03-31 | $299k | 5.2k | 57.03 |
More positions owned by Mount Yale Investment Advisors
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