Consumer Discretionary SPDR shares owned by Atlantic Edge Private Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Atlantic Edge Private Wealth Management
from 13F filings
Historical chart of Atlantic Edge Private Wealth Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Atlantic Edge Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $84k | 350 | 239.64 |
| 2025-06-30 | $76k | 350 | 217.33 |
| 2025-03-31 | $69k | 350 | 197.46 |
| 2024-12-31 | $81k | 360 | 224.35 |
| 2024-09-30 | $89k | 443 | 200.37 |
| 2024-06-30 | $66k | 360 | 182.40 |
| 2024-03-31 | $78k | 425 | 183.89 |
| 2023-12-31 | $103k | 575 | 178.81 |
More positions owned by Atlantic Edge Private Wealth Management
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