Consumer Discretionary SPDR shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 4.7k | 239.63 |
| 2025-06-30 | $1.0M | 4.7k | 217.31 |
| 2025-03-31 | $1.1M | 5.7k | 197.47 |
| 2024-12-31 | $1.3M | 5.7k | 224.37 |
| 2024-09-30 | $1.1M | 5.6k | 200.36 |
| 2024-06-30 | $1.0M | 5.6k | 182.39 |
| 2024-03-31 | $1.0M | 5.6k | 183.90 |
| 2023-12-31 | $1.1M | 6.0k | 178.81 |
| 2023-09-30 | $952k | 5.9k | 160.98 |
| 2023-06-30 | $1.0M | 5.9k | 169.81 |
| 2023-03-31 | $882k | 5.9k | 149.55 |
| 2022-12-31 | $718k | 5.6k | 129.17 |
| 2022-09-30 | $791k | 5.6k | 142.52 |
| 2022-06-30 | $792k | 5.8k | 137.52 |
| 2022-03-31 | $1.0M | 5.4k | 184.96 |
| 2021-12-31 | $1.1M | 5.4k | 204.45 |
| 2021-09-30 | $996k | 5.6k | 179.39 |
| 2021-06-30 | $1.0M | 5.7k | 178.55 |
| 2021-03-31 | $1.0M | 6.1k | 168.09 |
| 2020-12-31 | $841k | 5.2k | 160.62 |
| 2020-09-30 | $671k | 4.6k | 146.86 |
| 2020-06-30 | $444k | 3.5k | 127.44 |
| 2020-03-31 | $251k | 2.6k | 98.05 |
| 2019-12-31 | $293k | 2.3k | 125.37 |