Consumer Discretionary SPDR shares owned by Fortis Group Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Fortis Group Advisors
from 13F filings
Historical chart of Fortis Group Advisors investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Fortis Group Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $298k | 2.7k | 108.42 |
| 2025-12-31 | $11k | 96 | 118.79 |
| 2025-09-30 | $11k | 48 | 238.40 |
| 2025-06-30 | $10k | 48 | 216.21 |
| 2025-03-31 | $3.2M | 16k | 196.44 |
| 2024-12-31 | $7.6M | 34k | 223.19 |
| 2024-09-30 | $9.6k | 48 | 199.33 |
| 2024-06-30 | $8.7k | 48 | 181.46 |
| 2024-03-31 | $8.8k | 48 | 182.94 |
| 2023-12-31 | $17k | 96 | 177.88 |
| 2023-09-30 | $7.7k | 48 | 160.15 |
| 2020-09-30 | $7.0k | 47 | 148.94 |