Consumer Staples Select Sect. SPDR shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Consumer Staples Select Sect. SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Staples Select Sect. SPDR held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Consumer Staples Select Sect. SPDR by Dougherty Wealth Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $449k | 5.9k | 76.36 |
2023-12-31 | $424k | 5.9k | 72.03 |
2023-09-30 | $405k | 5.9k | 68.81 |
2023-06-30 | $436k | 5.9k | 74.17 |
2023-03-31 | $439k | 5.9k | 74.71 |
2022-12-31 | $439k | 5.9k | 74.55 |
2022-09-30 | $393k | 5.9k | 66.81 |
2022-06-30 | $425k | 5.9k | 72.25 |
2022-03-31 | $446k | 5.9k | 75.82 |
2021-12-31 | $454k | 5.9k | 77.18 |
2021-09-30 | $405k | 5.9k | 68.85 |
2021-06-30 | $412k | 5.9k | 70.04 |
2021-03-31 | $402k | 5.9k | 68.34 |
2020-12-31 | $397k | 5.9k | 67.49 |
2020-09-30 | $377k | 5.9k | 64.09 |
2020-06-30 | $345k | 5.9k | 58.65 |
2020-03-31 | $320k | 5.9k | 54.40 |
2019-12-31 | $370k | 5.9k | 62.90 |
2019-09-30 | $361k | 5.9k | 61.37 |
2019-06-30 | $342k | 5.9k | 58.14 |
2019-03-31 | $330k | 5.9k | 56.10 |
2018-12-31 | $315k | 5.9k | 53.55 |
Top funds holding Consumer Staples Select Sect. SPDR
View all funds holding Consumer Staples Select Sect. SPDR