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Consumer Discretionary SPDR shares owned by Essex Private Wealth Management

Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Essex Private Wealth Management from 13F filings

Historical chart of Essex Private Wealth Management investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by Essex Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Consumer Discretionary SPDR by Essex Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 13k 200.37
2024-06-30 $2.4M 13k 182.40
2024-03-31 $2.0M 11k 183.89
2023-12-31 $2.0M 11k 178.81
2023-09-30 $1.8M 11k 160.97
2023-06-30 $2.0M 12k 169.81
2023-03-31 $1.8M 12k 149.54
2022-12-31 $1.5M 12k 129.16
2022-09-30 $1.7M 12k 142.41
2022-06-30 $851k 6.2k 137.46
2022-03-31 $929k 5.0k 185.06