Consumer Discretionary SPDR shares owned by Birchcreek Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Birchcreek Wealth Management
from 13F filings
Historical chart of Birchcreek Wealth Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Birchcreek Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 6.2k | 239.64 |
| 2025-06-30 | $1.4M | 6.3k | 217.33 |
| 2025-03-31 | $1.1M | 5.3k | 197.46 |
| 2024-12-31 | $1.1M | 4.9k | 224.35 |
| 2024-09-30 | $1.2M | 5.8k | 200.37 |
| 2024-06-30 | $2.4M | 13k | 182.40 |
| 2024-03-31 | $2.8M | 15k | 183.89 |
| 2023-12-31 | $2.6M | 15k | 178.81 |
| 2023-09-30 | $2.3M | 15k | 160.98 |
| 2023-06-30 | $1.9M | 11k | 169.80 |
| 2023-03-31 | $1.1M | 7.6k | 149.54 |
| 2022-12-31 | $778k | 6.0k | 129.16 |
| 2022-09-30 | $825k | 5.8k | 142.36 |
| 2022-06-30 | $875k | 6.4k | 137.56 |
| 2022-03-31 | $952k | 5.1k | 185.00 |
| 2021-12-31 | $762k | 3.7k | 204.40 |
| 2021-09-30 | $638k | 3.6k | 179.42 |
| 2021-06-30 | $647k | 3.6k | 178.43 |
| 2021-03-31 | $644k | 3.8k | 168.01 |
| 2020-12-31 | $659k | 4.1k | 160.73 |
More positions owned by Birchcreek Wealth Management
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