Consumer Discretionary SPDR shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 25k | 234.35 |
| 2024-12-31 | $8.0M | 36k | 220.82 |
| 2024-09-30 | $345k | 1.7k | 197.89 |
| 2024-06-30 | $257k | 1.3k | 191.29 |
| 2023-06-30 | $8.1M | 46k | 174.92 |
| 2023-03-31 | $7.5M | 52k | 145.57 |
| 2022-12-31 | $85k | 635 | 134.54 |
| 2021-12-31 | $218k | 1.1k | 194.30 |
| 2021-09-30 | $209k | 1.1k | 182.69 |
| 2021-06-30 | $203k | 1.1k | 178.54 |
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