Consumer Discretionary SPDR shares owned by Atlantic Private Wealth
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Atlantic Private Wealth
from 13F filings
Historical chart of Atlantic Private Wealth investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by Atlantic Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Consumer Discretionary SPDR by Atlantic Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $138k | 575 | 239.64 |
| 2025-06-30 | $125k | 575 | 217.33 |
| 2025-03-31 | $114k | 575 | 197.46 |
| 2024-12-31 | $129k | 575 | 224.35 |
| 2024-09-30 | $115k | 575 | 200.37 |
| 2024-06-30 | $105k | 575 | 182.40 |
| 2024-03-31 | $106k | 575 | 183.89 |
| 2023-12-31 | $103k | 575 | 178.81 |
| 2023-09-30 | $93k | 575 | 160.98 |
| 2023-06-30 | $98k | 575 | 169.81 |