Consumer Staples Select Sect. SPDR shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors 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 Schwarz Dygos Wheeler Investment Advisors 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 Schwarz Dygos Wheeler Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $2.4M | 33k | 72.03 |
2023-09-30 | $2.3M | 33k | 68.81 |
2023-06-30 | $2.5M | 33k | 74.17 |
2023-03-31 | $2.5M | 34k | 74.71 |
2022-12-31 | $2.5M | 34k | 74.55 |
2022-09-30 | $2.2M | 34k | 66.72 |
2022-06-30 | $2.4M | 34k | 72.18 |
2022-03-31 | $2.5M | 34k | 75.90 |
2021-12-31 | $2.6M | 34k | 77.12 |
2021-09-30 | $2.3M | 34k | 68.84 |
2021-06-30 | $2.4M | 34k | 69.97 |
2021-03-31 | $2.3M | 34k | 68.32 |
2020-12-31 | $2.3M | 34k | 67.44 |
2020-09-30 | $2.2M | 34k | 64.10 |
2020-06-30 | $2.1M | 35k | 60.21 |
2020-03-31 | $1.9M | 35k | 54.48 |
2019-12-31 | $2.2M | 35k | 62.98 |
2019-09-30 | $2.2M | 35k | 61.43 |
2019-06-30 | $2.1M | 36k | 58.06 |
2019-03-31 | $2.0M | 36k | 56.10 |
2018-12-31 | $1.8M | 36k | 50.79 |
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