Consumer Discretionary SPDR shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by Monticello 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 Monticello Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $290k | 1.6k | 183.93 |
2023-12-31 | $282k | 1.6k | 178.81 |
2023-09-30 | $254k | 1.6k | 160.98 |
2023-06-30 | $268k | 1.6k | 169.81 |
2023-03-31 | $203k | 1.6k | 129.16 |
2022-12-31 | $203k | 1.6k | 129.16 |
2022-09-30 | $224k | 1.6k | 142.22 |
2022-06-30 | $217k | 1.6k | 137.78 |
2022-03-31 | $291k | 1.6k | 184.76 |
2021-12-31 | $322k | 1.6k | 204.44 |
2021-09-30 | $283k | 1.6k | 179.68 |
2021-06-30 | $281k | 1.6k | 178.41 |
2021-03-31 | $206k | 1.2k | 168.16 |
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