Consumer Discretionary SPDR shares owned by Golden State Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Golden State Wealth Management
from 13F filings
Historical chart of Golden State Wealth Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Golden State Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 4.9k | 239.66 |
| 2025-06-30 | $1.1M | 4.9k | 217.34 |
| 2025-03-31 | $1.9M | 9.8k | 197.47 |
| 2024-12-31 | $1.1M | 4.9k | 224.37 |
| 2022-03-31 | $979k | 5.8k | 168.07 |
| 2021-12-31 | $1.1M | 5.4k | 204.35 |
| 2021-09-30 | $972k | 5.4k | 179.47 |
| 2021-06-30 | $1.0M | 5.7k | 178.55 |
| 2021-03-31 | $979k | 5.8k | 168.07 |
| 2020-12-31 | $949k | 5.9k | 160.74 |
| 2020-09-30 | $885k | 6.0k | 146.96 |
| 2020-06-30 | $309k | 2.4k | 127.63 |
| 2020-03-31 | $740k | 7.5k | 98.05 |
| 2019-09-30 | $1.2M | 9.7k | 120.67 |
| 2019-06-30 | $1.1M | 9.5k | 119.10 |
| 2019-03-31 | $1.2M | 10k | 113.82 |
More positions owned by Golden State Wealth Management
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