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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

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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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
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