Consumer Discretionary SPDR shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 12k | 183.89 |
| 2023-12-31 | $2.2M | 12k | 178.81 |
| 2023-09-30 | $2.0M | 12k | 160.98 |
| 2023-06-30 | $2.1M | 12k | 169.81 |
| 2023-03-31 | $1.8M | 12k | 149.54 |
| 2022-12-31 | $1.2M | 9.1k | 129.16 |
| 2022-09-30 | $1.7M | 12k | 142.44 |
| 2022-06-30 | $1.6M | 12k | 137.44 |
| 2022-03-31 | $1.6M | 8.8k | 185.01 |
| 2021-12-31 | $1.1M | 5.2k | 204.54 |
| 2021-09-30 | $939k | 5.2k | 179.40 |
| 2021-06-30 | $951k | 5.3k | 178.52 |
| 2021-03-31 | $886k | 5.3k | 168.12 |
| 2020-12-31 | $852k | 5.3k | 160.82 |
| 2020-09-30 | $787k | 5.4k | 146.94 |
| 2020-06-30 | $670k | 5.3k | 127.62 |
| 2020-03-31 | $518k | 5.3k | 98.11 |
| 2019-12-31 | $1.1M | 8.7k | 125.43 |
| 2019-09-30 | $1.1M | 8.7k | 120.67 |
| 2019-06-30 | $1.1M | 8.9k | 119.17 |
| 2019-03-31 | $993k | 8.7k | 113.85 |
| 2018-12-31 | $861k | 8.7k | 99.01 |
| 2018-09-30 | $974k | 8.3k | 117.24 |
| 2018-06-30 | $1.3M | 12k | 109.32 |