Consumer Discretionary SPDR shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.3M | 35k | 239.64 |
| 2025-06-30 | $7.8M | 36k | 217.33 |
| 2025-03-31 | $7.0M | 36k | 197.46 |
| 2024-12-31 | $8.0M | 36k | 224.35 |
| 2024-09-30 | $7.2M | 36k | 200.37 |
| 2024-06-30 | $6.8M | 37k | 182.40 |
| 2024-03-31 | $7.0M | 38k | 183.89 |
| 2023-12-31 | $7.0M | 39k | 179.92 |
| 2023-09-30 | $6.5M | 40k | 160.98 |
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