Consumer Discretionary SPDR shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $934k | 4.2k | 224.35 |
| 2024-09-30 | $895k | 4.5k | 200.37 |
| 2024-06-30 | $781k | 4.3k | 182.40 |
| 2024-03-31 | $798k | 4.3k | 183.89 |
| 2023-12-31 | $777k | 4.3k | 178.81 |
| 2023-09-30 | $725k | 4.5k | 160.98 |
| 2023-06-30 | $780k | 4.6k | 169.81 |
| 2023-03-31 | $800k | 5.4k | 149.54 |
| 2022-12-31 | $656k | 5.1k | 129.16 |
| 2022-09-30 | $730k | 5.1k | 142.38 |
| 2022-06-30 | $787k | 5.7k | 137.40 |
| 2022-03-31 | $991k | 5.4k | 184.99 |
| 2021-12-31 | $1.4M | 7.0k | 204.40 |
| 2021-09-30 | $1.2M | 6.9k | 179.49 |
| 2021-06-30 | $1.1M | 6.3k | 178.61 |
| 2021-03-31 | $984k | 5.9k | 168.00 |
More positions owned by Aurum Wealth Management Group
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