Consumer Discretionary SPDR shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 16k | 239.63 |
| 2025-06-30 | $3.6M | 17k | 217.33 |
| 2025-03-31 | $300k | 1.5k | 197.49 |
| 2024-12-31 | $259k | 1.2k | 224.32 |
| 2024-09-30 | $496k | 2.5k | 200.40 |
| 2024-06-30 | $460k | 2.5k | 182.38 |
| 2024-03-31 | $473k | 2.6k | 183.90 |
| 2023-12-31 | $359k | 2.0k | 178.80 |
| 2023-09-30 | $248k | 1.5k | 161.02 |
| 2023-06-30 | $4.8M | 29k | 169.81 |
| 2023-03-31 | $161k | 1.1k | 149.54 |
| 2022-12-31 | $185k | 1.4k | 129.20 |
| 2022-09-30 | $215k | 1.5k | 141.91 |
| 2022-06-30 | $255k | 1.8k | 139.73 |
| 2022-03-31 | $458k | 2.5k | 184.75 |
| 2021-12-31 | $1.6M | 7.8k | 204.37 |
| 2021-09-30 | $6.8M | 38k | 180.79 |
| 2021-06-30 | $134k | 744 | 180.11 |
| 2021-03-31 | $311k | 1.7k | 178.43 |
| 2020-12-31 | $810k | 5.8k | 140.65 |
| 2020-09-30 | $1.1M | 7.7k | 143.91 |
| 2020-06-30 | $2.0M | 16k | 123.70 |
| 2020-03-31 | $1.6M | 17k | 98.04 |
| 2019-12-31 | $2.2M | 17k | 126.02 |
| 2019-09-30 | $2.0M | 16k | 119.65 |
| 2019-06-30 | $2.0M | 17k | 119.15 |
| 2019-03-31 | $2.0M | 17k | 113.84 |
| 2018-12-31 | $1.1M | 11k | 97.93 |
| 2018-09-30 | $4.7M | 41k | 117.20 |
| 2018-06-30 | $4.8M | 44k | 109.29 |
| 2018-03-31 | $4.7M | 47k | 101.28 |
| 2017-12-31 | $4.8M | 49k | 98.68 |
| 2017-09-30 | $4.6M | 51k | 90.06 |
| 2017-06-30 | $4.9M | 55k | 89.63 |
| 2017-03-31 | $4.8M | 55k | 87.93 |
| 2016-12-31 | $4.6M | 56k | 81.39 |
| 2016-09-30 | $4.5M | 56k | 80.04 |
| 2016-06-30 | $4.7M | 60k | 78.85 |
| 2016-03-31 | $266k | 3.4k | 79.26 |