Consumer Discretionary SPDR shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Consumer Discretionary SPDR by Lodestone Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $255k | 1.4k | 183.89 |
2023-12-31 | $240k | 1.3k | 178.81 |
2023-09-30 | $204k | 1.3k | 160.98 |
More positions owned by Lodestone Wealth Management
View all positions for Lodestone Wealth Management