Consumer Discretionary SPDR shares owned by AllSquare Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by AllSquare Wealth Management
from 13F filings
Historical chart of AllSquare Wealth Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by AllSquare Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $253k | 1.1k | 224.35 |
2024-09-30 | $226k | 1.1k | 200.37 |
2024-06-30 | $206k | 1.1k | 182.40 |
2024-03-31 | $207k | 1.1k | 183.89 |
2023-12-31 | $202k | 1.1k | 178.81 |
2023-09-30 | $181k | 1.1k | 160.98 |
2023-06-30 | $172k | 1.1k | 152.99 |
2023-03-31 | $169k | 1.1k | 149.54 |
2022-12-31 | $74k | 575 | 129.16 |
2022-09-30 | $82k | 575 | 142.61 |
2022-06-30 | $79k | 575 | 137.39 |
2022-03-31 | $106k | 575 | 184.35 |
2021-12-31 | $118k | 575 | 205.22 |
2021-09-30 | $103k | 575 | 179.13 |
2021-06-30 | $103k | 575 | 179.13 |
2021-03-31 | $97k | 575 | 168.70 |
2020-12-31 | $92k | 575 | 160.00 |
2020-09-30 | $85k | 575 | 147.83 |
2020-06-30 | $73k | 575 | 126.96 |
2020-03-31 | $56k | 575 | 97.39 |
2019-12-31 | $72k | 575 | 125.22 |
2019-09-30 | $69k | 575 | 120.00 |
2019-06-30 | $69k | 575 | 120.00 |
2019-03-31 | $65k | 575 | 113.04 |
2018-12-31 | $57k | 575 | 99.13 |
2018-09-30 | $67k | 575 | 116.52 |
2018-06-30 | $63k | 575 | 109.57 |
2018-03-31 | $58k | 575 | 100.87 |
2017-12-31 | $57k | 575 | 99.13 |
2017-09-30 | $52k | 575 | 90.43 |
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