Consumer Discretionary SPDR shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $136k | 570 | 238.60 |
| 2025-06-30 | $112k | 570 | 196.49 |
| 2024-12-31 | $127k | 570 | 222.81 |
| 2024-09-30 | $134k | 672 | 199.40 |
| 2024-06-30 | $124k | 680 | 182.35 |
| 2024-03-31 | $104k | 564 | 184.40 |
| 2023-12-31 | $96k | 537 | 178.77 |
| 2023-09-30 | $86k | 537 | 160.15 |
| 2023-06-30 | $91k | 537 | 169.46 |
| 2023-03-31 | $69k | 537 | 128.49 |
| 2022-12-31 | $76k | 537 | 141.53 |
| 2022-09-30 | $77k | 537 | 143.39 |
| 2022-06-30 | $74k | 537 | 137.80 |
| 2022-03-31 | $91k | 491 | 185.34 |
| 2021-12-31 | $100k | 491 | 203.67 |
| 2021-09-30 | $88k | 491 | 179.23 |
| 2021-06-30 | $88k | 491 | 179.23 |
| 2021-03-31 | $82k | 485 | 169.07 |
| 2020-12-31 | $78k | 485 | 160.82 |
| 2020-09-30 | $32k | 216 | 148.15 |
| 2020-06-30 | $28k | 216 | 129.63 |
| 2020-03-31 | $21k | 216 | 97.22 |
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