Consumer Discretionary SPDR shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Consumer Discretionary SPDR by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $805k | 3.4k | 239.64 |
| 2025-06-30 | $630k | 2.9k | 217.33 |
| 2025-03-31 | $317k | 1.6k | 197.46 |
| 2024-12-31 | $361k | 1.6k | 224.35 |