Consumer Discretionary SPDR shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $225k | 937 | 240.14 |
| 2025-06-30 | $210k | 936 | 223.89 |
| 2024-12-31 | $218k | 959 | 226.99 |
More positions owned by Castle Rock Wealth Management
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