Consumer Discretionary SPDR shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.0M | 13k | 224.35 |
| 2024-09-30 | $2.8M | 14k | 200.37 |
| 2024-06-30 | $2.5M | 14k | 182.40 |
| 2024-03-31 | $2.7M | 15k | 183.89 |
| 2023-12-31 | $2.6M | 15k | 178.81 |
| 2023-09-30 | $2.5M | 16k | 160.98 |
| 2023-06-30 | $2.7M | 16k | 169.81 |
| 2023-03-31 | $2.3M | 16k | 149.54 |
| 2022-12-31 | $2.1M | 17k | 129.16 |
| 2022-09-30 | $2.4M | 17k | 142.46 |
| 2022-06-30 | $2.4M | 18k | 137.47 |
| 2022-03-31 | $3.2M | 18k | 185.00 |
| 2021-12-31 | $3.6M | 18k | 204.46 |
| 2021-09-30 | $3.1M | 17k | 179.48 |
| 2021-06-30 | $3.1M | 17k | 178.52 |
| 2021-03-31 | $2.9M | 17k | 168.09 |
| 2020-12-31 | $2.9M | 18k | 160.76 |
| 2020-09-30 | $2.7M | 19k | 146.99 |
| 2020-06-30 | $2.9M | 23k | 127.69 |
| 2020-03-31 | $2.4M | 25k | 98.06 |
| 2019-12-31 | $3.2M | 25k | 125.43 |
| 2019-09-30 | $3.1M | 26k | 120.68 |
| 2019-06-30 | $3.0M | 25k | 119.19 |
| 2019-03-31 | $2.8M | 25k | 113.85 |
| 2018-12-31 | $1.2M | 13k | 98.99 |
| 2018-09-30 | $1.3M | 11k | 117.26 |