Materials SPDR shares owned by West Financial Advisors
Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Materials SPDR
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Quarterly reported holdings in Materials SPDR by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.9M | 77k | 49.97 |
| 2023-03-31 | $1.7M | 21k | 80.66 |
| 2022-06-30 | $1.5M | 20k | 73.62 |
| 2021-12-31 | $54k | 598 | 90.30 |
| 2021-09-30 | $47k | 598 | 78.60 |
| 2021-06-30 | $49k | 598 | 81.94 |
| 2020-12-31 | $531k | 7.3k | 72.33 |