Materials SPDR shares owned by Source Financial Advisors
Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in Materials SPDR
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Quarterly reported holdings in Materials SPDR by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $244k | 2.8k | 85.53 |
| 2023-09-30 | $228k | 2.9k | 78.54 |
| 2023-06-30 | $276k | 3.3k | 82.88 |
| 2023-03-31 | $292k | 3.6k | 80.67 |
| 2022-12-31 | $284k | 3.6k | 77.68 |
| 2022-09-30 | $249k | 3.7k | 68.00 |
| 2022-06-30 | $299k | 4.1k | 73.55 |
| 2022-03-31 | $376k | 4.3k | 88.20 |
| 2021-12-31 | $393k | 4.3k | 90.53 |
| 2021-09-30 | $349k | 4.4k | 79.14 |
| 2021-06-30 | $377k | 4.6k | 82.40 |
| 2021-03-31 | $340k | 4.3k | 78.78 |
| 2020-12-31 | $317k | 4.4k | 72.49 |