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Materials SPDR shares owned by National Wealth Management Group

Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by National Wealth Management Group from 13F filings

Historical chart of National Wealth Management Group investment in Materials SPDR

Tip: Access up to 7 years of quarterly data

All positions including Materials SPDR held by National Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Materials SPDR by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $544k 6.9k 78.55
2023-06-30 $547k 6.6k 82.89
2023-03-31 $527k 6.8k 78.10
2022-12-31 $448k 5.8k 77.68
2022-09-30 $397k 5.8k 68.01
2022-06-30 $399k 5.4k 73.60
2022-03-31 $758k 8.6k 88.15
2021-12-31 $657k 7.2k 90.61

More positions owned by National Wealth Management Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Tesla Motors (TSLA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard World Fds Inf Tech Etf (VGT)
Meta Platforms Cl A (META)

View all positions for National Wealth Management Group

Top funds holding Materials SPDR

Bank of America Corporation
Citigroup
Goldman Sachs Group
Wells Fargo & Company
Barclays
UBS Group
Citadel Advisors
Millennium Management
Factory Mutual Insurance Company
Charles Schwab Investment Management
Squarepoint Ops
Royal Bank of Canada
Commerce Bank N A
Bnp Paribas Arbitrage, Snc
EP Wealth Advisors

View all funds holding Materials SPDR