Materials SPDR shares owned by Wealth Management Group
Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in Materials SPDR
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Quarterly reported holdings in Materials SPDR by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.0M | 42k | 96.38 |
| 2024-06-30 | $4.3M | 49k | 88.31 |
| 2024-03-31 | $2.4M | 26k | 92.89 |
| 2023-12-31 | $2.3M | 26k | 85.54 |
| 2023-09-30 | $2.0M | 26k | 78.55 |
| 2023-06-30 | $2.2M | 26k | 82.87 |
| 2023-03-31 | $7.5M | 93k | 80.66 |
| 2022-12-31 | $7.3M | 94k | 77.68 |
| 2022-09-30 | $7.1M | 104k | 68.01 |
| 2022-06-30 | $11M | 152k | 73.60 |
| 2022-03-31 | $12M | 141k | 88.15 |
| 2021-12-31 | $9.0M | 100k | 90.61 |
| 2021-09-30 | $7.7M | 98k | 79.10 |
| 2021-06-30 | $9.8M | 119k | 82.31 |
| 2021-03-31 | $8.1M | 103k | 78.80 |
| 2020-12-31 | $7.1M | 98k | 72.39 |
| 2020-09-30 | $5.4M | 86k | 63.63 |
| 2020-06-30 | $3.2M | 56k | 56.35 |
| 2019-12-31 | $809k | 13k | 61.39 |
| 2018-09-30 | $4.7M | 81k | 57.92 |
| 2018-06-30 | $4.8M | 82k | 58.07 |
| 2018-03-31 | $5.0M | 87k | 56.94 |
| 2017-12-31 | $5.4M | 89k | 60.53 |
| 2017-09-30 | $4.7M | 82k | 56.80 |
| 2017-06-30 | $4.2M | 77k | 53.81 |
| 2017-03-31 | $4.0M | 76k | 52.41 |
| 2016-12-31 | $3.3M | 66k | 49.70 |
| 2016-09-30 | $3.4M | 72k | 47.75 |