Consumer Discretionary SPDR shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $688k | 4.3k | 160.98 |
| 2023-06-30 | $715k | 4.2k | 169.81 |
| 2023-03-31 | $630k | 4.2k | 149.54 |
| 2022-12-31 | $544k | 4.2k | 129.16 |
| 2022-09-30 | $652k | 4.6k | 142.48 |
| 2022-06-30 | $638k | 4.6k | 137.50 |
| 2022-03-31 | $847k | 4.6k | 185.10 |
| 2021-12-31 | $965k | 4.7k | 204.36 |
| 2021-09-30 | $962k | 5.4k | 179.51 |
| 2021-06-30 | $957k | 5.4k | 178.58 |
| 2020-12-31 | $111k | 693 | 160.17 |
| 2020-09-30 | $129k | 875 | 147.43 |
| 2020-06-30 | $85k | 665 | 127.82 |
| 2020-03-31 | $65k | 665 | 97.74 |
| 2019-12-31 | $83k | 665 | 124.81 |
| 2019-09-30 | $80k | 665 | 120.30 |
| 2019-06-30 | $104k | 876 | 118.72 |
| 2019-03-31 | $76k | 665 | 114.29 |
| 2018-12-31 | $66k | 665 | 99.25 |
| 2018-09-30 | $78k | 665 | 117.29 |
| 2018-06-30 | $73k | 665 | 109.77 |
| 2018-03-31 | $67k | 665 | 100.75 |
| 2017-12-31 | $88k | 895 | 98.32 |
| 2017-09-30 | $60k | 665 | 90.23 |
| 2017-06-30 | $60k | 665 | 90.23 |
| 2017-03-31 | $58k | 665 | 87.22 |
| 2016-12-31 | $258k | 3.2k | 81.52 |