Consumer Discretionary SPDR shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $137k | 570 | 239.64 |
| 2025-06-30 | $124k | 570 | 217.33 |
| 2025-03-31 | $113k | 570 | 197.46 |
| 2024-12-31 | $129k | 573 | 224.35 |
| 2024-09-30 | $115k | 573 | 200.37 |
| 2024-06-30 | $106k | 583 | 182.40 |
| 2024-03-31 | $119k | 648 | 183.89 |
| 2023-12-31 | $158k | 882 | 178.81 |
| 2023-09-30 | $161k | 1.0k | 160.98 |
| 2023-06-30 | $181k | 1.1k | 169.81 |
| 2023-03-31 | $127k | 846 | 149.54 |
| 2022-12-31 | $189k | 1.5k | 129.16 |
| 2022-06-30 | $148k | 1.1k | 137.04 |
| 2022-03-31 | $200k | 1.1k | 185.19 |
| 2021-12-31 | $203k | 994 | 204.23 |
| 2021-09-30 | $53k | 297 | 178.45 |
| 2021-06-30 | $94k | 528 | 178.03 |
| 2021-03-31 | $141k | 837 | 168.46 |
| 2020-12-31 | $40k | 249 | 160.64 |