Consumer Discretionary SPDR shares owned by Capital Financial Planning
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Capital Financial Planning
from 13F filings
Historical chart of Capital Financial Planning investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Capital Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $8.4M | 52k | 160.98 |
| 2023-06-30 | $9.3M | 55k | 169.81 |
| 2023-03-31 | $8.3M | 56k | 149.54 |
| 2022-12-31 | $7.1M | 55k | 129.16 |
| 2022-09-30 | $8.2M | 57k | 142.46 |
| 2022-06-30 | $8.2M | 60k | 137.49 |
| 2022-03-31 | $11M | 61k | 185.00 |
| 2021-12-31 | $13M | 62k | 204.44 |
| 2021-09-30 | $11M | 63k | 179.45 |
| 2021-06-30 | $11M | 59k | 178.54 |
| 2021-03-31 | $9.4M | 56k | 168.08 |
| 2020-12-31 | $8.6M | 54k | 160.78 |
| 2020-09-30 | $7.4M | 50k | 146.98 |
| 2020-06-30 | $6.0M | 47k | 127.72 |
| 2020-03-31 | $4.4M | 45k | 98.07 |
| 2019-12-31 | $5.7M | 46k | 125.43 |
| 2019-09-30 | $4.5M | 37k | 120.70 |
| 2019-06-30 | $4.0M | 33k | 119.20 |
| 2019-03-31 | $1.8M | 1.6k | 1138.39 |
| 2018-12-31 | $205k | 2.1k | 98.66 |
More positions owned by Capital Financial Planning
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