Consumer Discretionary SPDR shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by TRUE Private 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 TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.6M | 20k | 183.89 |
| 2023-12-31 | $3.5M | 19k | 178.81 |
| 2023-09-30 | $3.3M | 21k | 160.98 |
| 2023-06-30 | $3.7M | 22k | 169.81 |
| 2023-03-31 | $3.3M | 22k | 149.54 |
| 2022-12-31 | $3.1M | 24k | 129.16 |
| 2022-09-30 | $3.3M | 23k | 142.43 |
| 2022-06-30 | $3.1M | 22k | 137.47 |
| 2022-03-31 | $3.3M | 20k | 169.66 |
| 2021-12-31 | $3.3M | 16k | 204.44 |
| 2021-09-30 | $2.7M | 15k | 179.41 |
| 2021-06-30 | $2.6M | 15k | 178.50 |
| 2021-03-31 | $2.2M | 13k | 168.05 |
| 2020-12-31 | $1.6M | 9.8k | 160.73 |
| 2020-09-30 | $1.4M | 9.4k | 146.93 |
| 2020-06-30 | $1.1M | 8.9k | 127.63 |
| 2020-03-31 | $422k | 4.3k | 97.93 |
| 2019-12-31 | $545k | 4.4k | 125.26 |
| 2019-09-30 | $567k | 4.7k | 120.56 |
| 2019-06-30 | $561k | 4.7k | 119.21 |
| 2019-03-31 | $598k | 5.3k | 113.82 |
| 2018-12-31 | $582k | 5.9k | 98.86 |
| 2018-09-30 | $729k | 6.2k | 117.23 |
| 2018-06-30 | $590k | 5.4k | 109.30 |
More positions owned by TRUE Private Wealth Advisors
View all positions for TRUE Private Wealth Advisors