Consumer Discretionary SPDR shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Consumer Discretionary SPDR by Balboa Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $342k | 1.7k | 200.34 |
2024-06-30 | $315k | 1.7k | 182.43 |
2024-03-31 | $252k | 1.4k | 183.87 |
2023-12-31 | $373k | 2.1k | 178.85 |
2023-09-30 | $528k | 3.3k | 160.99 |
2023-06-30 | $385k | 2.3k | 169.82 |
2023-03-31 | $584k | 3.9k | 149.52 |
2022-12-31 | $206k | 1.6k | 129.18 |
2022-09-30 | $445k | 3.1k | 142.49 |