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Materials SPDR shares owned by Spartan Planning & Wealth Management

Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by Spartan Planning & Wealth Management from 13F filings

Historical chart of Spartan Planning & Wealth Management investment in Materials SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Materials SPDR by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $17k 203 85.54
2023-09-30 $8.5k 108 78.55

More positions owned by Spartan Planning & Wealth Management

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Cre U S Reit Etf (USRT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Tidal Tr Ii Blueprint Chesap (TFPN)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Bloomberg Intl T (BWX)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Spartan Planning & Wealth Management

Top funds holding Materials SPDR

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

View all funds holding Materials SPDR