Consumer Discretionary SPDR shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Consumer Discretionary SPDR by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.9M | 22k | 178.81 |
| 2023-09-30 | $3.2M | 20k | 160.98 |
| 2023-06-30 | $3.3M | 20k | 169.81 |
| 2023-03-31 | $3.0M | 20k | 149.54 |
| 2022-12-31 | $3.2M | 25k | 129.16 |
| 2022-09-30 | $3.7M | 26k | 142.46 |
| 2022-06-30 | $3.0M | 22k | 137.47 |
| 2022-03-31 | $3.3M | 18k | 184.98 |
| 2021-12-31 | $3.3M | 16k | 204.47 |
| 2021-09-30 | $2.1M | 12k | 179.42 |
| 2021-06-30 | $1.8M | 10k | 178.55 |
| 2021-03-31 | $1.6M | 9.5k | 168.13 |
| 2020-12-31 | $877k | 5.5k | 160.71 |