Consumer Discretionary SPDR shares owned by GeoWealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.5M | 15k | 224.35 |
| 2024-09-30 | $2.9M | 15k | 200.38 |
| 2024-06-30 | $3.4M | 19k | 182.41 |
| 2024-03-31 | $5.0M | 27k | 183.89 |
| 2023-09-30 | $3.6M | 23k | 160.99 |
| 2023-06-30 | $7.1M | 42k | 169.86 |
| 2023-03-31 | $3.8M | 25k | 149.55 |
| 2022-12-31 | $3.9M | 31k | 129.14 |
| 2022-09-30 | $4.8M | 34k | 142.56 |
| 2022-06-30 | $5.8M | 42k | 137.46 |
| 2022-03-31 | $7.0M | 38k | 184.99 |
| 2021-12-31 | $9.7M | 47k | 204.46 |
| 2021-09-30 | $9.0M | 50k | 179.46 |
| 2021-06-30 | $13M | 74k | 178.56 |
| 2021-03-31 | $10M | 60k | 168.10 |
| 2020-12-31 | $12M | 74k | 160.85 |
| 2020-09-30 | $1.8M | 13k | 146.75 |
| 2020-06-30 | $1.6M | 12k | 127.76 |
| 2019-09-30 | $279k | 2.3k | 120.73 |