Consumer Discretionary SPDR shares owned by Fernwood Investment Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Fernwood Investment Management
from 13F filings
Historical chart of Fernwood Investment Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Fernwood Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $566k | 3.2k | 178.81 |
| 2023-09-30 | $509k | 3.2k | 160.98 |
| 2023-06-30 | $537k | 3.2k | 169.81 |
| 2023-03-31 | $473k | 3.2k | 149.54 |
| 2022-12-31 | $409k | 3.2k | 129.16 |
| 2022-09-30 | $451k | 3.2k | 142.59 |
| 2022-06-30 | $435k | 3.2k | 137.53 |
| 2022-03-31 | $606k | 3.3k | 185.15 |
| 2021-12-31 | $669k | 3.3k | 204.40 |
| 2021-09-30 | $587k | 3.3k | 179.35 |
| 2021-06-30 | $584k | 3.3k | 178.43 |
| 2021-03-31 | $550k | 3.3k | 168.04 |
| 2020-12-31 | $526k | 3.3k | 160.71 |
| 2020-09-30 | $481k | 3.3k | 146.96 |
| 2020-06-30 | $405k | 3.2k | 127.64 |
| 2020-03-31 | $321k | 3.3k | 98.08 |
| 2019-12-31 | $410k | 3.3k | 125.27 |
| 2019-09-30 | $395k | 3.3k | 120.68 |
| 2019-06-30 | $385k | 3.2k | 119.27 |
| 2019-03-31 | $380k | 3.3k | 113.84 |
| 2018-12-31 | $330k | 3.3k | 98.86 |
| 2018-09-30 | $391k | 3.3k | 117.14 |
| 2018-06-30 | $348k | 3.2k | 109.16 |
| 2018-03-31 | $323k | 3.2k | 101.32 |
| 2017-12-31 | $315k | 3.2k | 98.81 |
| 2017-09-30 | $269k | 3.0k | 90.03 |
| 2017-06-30 | $240k | 2.7k | 89.49 |
| 2017-03-31 | $231k | 2.6k | 87.77 |
| 2016-12-31 | $214k | 2.6k | 81.31 |
| 2016-09-30 | $217k | 2.7k | 79.96 |
| 2016-06-30 | $291k | 3.7k | 78.00 |
| 2016-03-31 | $324k | 4.1k | 79.02 |
| 2015-12-31 | $315k | 4.0k | 78.22 |
| 2015-09-30 | $296k | 4.0k | 74.17 |
| 2015-06-30 | $290k | 3.8k | 76.50 |
| 2015-03-31 | $223k | 3.0k | 75.24 |
| 2014-12-31 | $260k | 3.6k | 72.18 |
| 2014-09-30 | $222k | 3.3k | 66.73 |
| 2013-12-31 | $778k | 12k | 66.86 |
More positions owned by Fernwood Investment Management
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