Consumer Discretionary SPDR shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $771k | 3.4k | 224.35 |
| 2024-09-30 | $682k | 3.4k | 200.37 |
| 2024-06-30 | $620k | 3.4k | 182.40 |
| 2024-03-31 | $626k | 3.4k | 183.89 |
| 2023-09-30 | $526k | 3.3k | 160.98 |
| 2023-06-30 | $601k | 3.5k | 169.81 |
| 2023-03-31 | $561k | 3.8k | 149.54 |
| 2022-12-31 | $485k | 3.8k | 129.16 |
| 2022-09-30 | $498k | 3.5k | 142.37 |
| 2022-06-30 | $947k | 6.9k | 137.43 |
| 2022-03-31 | $966k | 5.2k | 185.09 |
| 2021-12-31 | $810k | 4.0k | 204.46 |
| 2021-06-30 | $490k | 2.7k | 178.38 |
| 2021-03-31 | $565k | 3.4k | 168.15 |
| 2020-12-31 | $521k | 3.2k | 160.65 |
| 2020-09-30 | $538k | 3.7k | 147.20 |
| 2020-06-30 | $534k | 4.2k | 127.75 |
| 2020-03-31 | $416k | 4.2k | 98.00 |
| 2019-12-31 | $522k | 4.2k | 125.51 |
| 2019-09-30 | $474k | 3.9k | 120.67 |
| 2019-06-30 | $454k | 3.8k | 119.25 |
| 2019-03-31 | $492k | 4.3k | 113.89 |
| 2018-12-31 | $438k | 4.4k | 98.94 |
| 2018-09-30 | $1.4M | 12k | 117.20 |
| 2018-06-30 | $483k | 4.4k | 109.18 |
| 2018-03-31 | $460k | 4.5k | 101.37 |
| 2017-12-31 | $448k | 4.5k | 98.74 |
| 2015-03-31 | $304k | 4.0k | 76.25 |
| 2014-12-31 | $283k | 4.0k | 70.98 |
| 2014-09-30 | $292k | 4.4k | 66.65 |
| 2014-06-30 | $297k | 4.4k | 67.79 |
| 2014-03-31 | $207k | 3.2k | 63.77 |
| 2013-12-31 | $212k | 3.2k | 65.31 |
| 2013-09-30 | $218k | 3.4k | 63.65 |
| 2013-06-30 | $206k | 3.4k | 60.15 |
| 2013-03-31 | $186k | 3.4k | 54.48 |