Consumer Discretionary SPDR shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Consumer Discretionary SPDR by Beacon Financial Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.0M | 5.6k | 183.90 |
2023-12-31 | $1.1M | 6.0k | 178.81 |
2023-09-30 | $952k | 5.9k | 160.98 |
2023-06-30 | $1.0M | 5.9k | 169.81 |
2023-03-31 | $882k | 5.9k | 149.55 |
2022-12-31 | $718k | 5.6k | 129.17 |
2022-09-30 | $791k | 5.6k | 142.52 |
2022-06-30 | $792k | 5.8k | 137.52 |
2022-03-31 | $1.0M | 5.4k | 184.96 |
2021-12-31 | $1.1M | 5.4k | 204.45 |
2021-09-30 | $996k | 5.6k | 179.39 |
2021-06-30 | $1.0M | 5.7k | 178.55 |
2021-03-31 | $1.0M | 6.1k | 168.09 |
2020-12-31 | $841k | 5.2k | 160.62 |
2020-09-30 | $671k | 4.6k | 146.86 |
2020-06-30 | $444k | 3.5k | 127.44 |
2020-03-31 | $251k | 2.6k | 98.05 |
2019-12-31 | $293k | 2.3k | 125.37 |