Consumer Discretionary SPDR shares owned by Executive Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Executive Wealth Management
from 13F filings
Historical chart of Executive Wealth Management investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by Executive Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Consumer Discretionary SPDR by Executive Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $333k | 1.7k | 200.37 |
2024-06-30 | $280k | 1.5k | 182.37 |
2024-03-31 | $298k | 1.6k | 182.54 |
2023-12-31 | $289k | 1.6k | 178.92 |
2023-09-30 | $298k | 1.8k | 161.05 |
2023-06-30 | $281k | 1.7k | 169.91 |
2023-03-31 | $247k | 1.6k | 149.60 |
2022-12-31 | $217k | 1.7k | 129.18 |
2022-09-30 | $244k | 244 | 1000.00 |
2022-06-30 | $251k | 1.8k | 137.46 |
2022-03-31 | $383k | 2.1k | 184.76 |
2021-12-31 | $530k | 2.6k | 204.32 |
2021-09-30 | $284k | 1.6k | 179.41 |
2021-06-30 | $260k | 1.5k | 178.33 |
2021-03-31 | $214k | 1.3k | 167.71 |
2020-12-31 | $411k | 2.6k | 160.67 |
2019-09-30 | $33k | 279 | 118.28 |
2019-06-30 | $83k | 694 | 119.60 |
2019-03-31 | $32k | 278 | 115.11 |
2018-12-31 | $28k | 278 | 100.72 |
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