Consumer Discretionary SPDR shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $246k | 1.1k | 231.42 |
| 2024-09-30 | $240k | 1.2k | 200.37 |
| 2024-06-30 | $331k | 1.8k | 182.40 |
| 2024-03-31 | $219k | 1.2k | 183.89 |
| 2022-06-30 | $224k | 1.4k | 165.44 |
| 2022-03-31 | $281k | 1.5k | 184.99 |
| 2021-12-31 | $320k | 1.6k | 203.82 |
More positions owned by Confluence Wealth Services
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