Consumer Discretionary SPDR shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $392k | 1.6k | 239.64 |
| 2025-06-30 | $341k | 1.6k | 217.33 |
| 2025-03-31 | $311k | 1.6k | 197.46 |
| 2024-12-31 | $463k | 2.1k | 224.35 |
| 2024-09-30 | $421k | 2.1k | 200.37 |
| 2024-06-30 | $384k | 2.1k | 182.40 |
| 2024-03-31 | $386k | 2.1k | 183.89 |
| 2023-12-31 | $1.1M | 6.2k | 178.81 |
| 2023-09-30 | $977k | 6.1k | 160.98 |
| 2023-06-30 | $1.0M | 6.1k | 169.81 |
| 2023-03-31 | $913k | 6.1k | 149.54 |
| 2022-12-31 | $826k | 6.4k | 129.16 |
| 2022-09-30 | $731k | 5.1k | 142.36 |
| 2022-06-30 | $722k | 5.3k | 137.39 |
| 2022-03-31 | $930k | 5.0k | 185.07 |
| 2021-12-31 | $1.2M | 6.1k | 204.40 |
| 2021-09-30 | $1.1M | 6.3k | 179.49 |
| 2021-06-30 | $1.1M | 6.2k | 178.55 |
| 2021-03-31 | $1.4M | 8.2k | 168.10 |
| 2020-12-31 | $3.0M | 19k | 160.75 |
| 2020-09-30 | $2.8M | 19k | 146.99 |
| 2020-06-30 | $2.5M | 19k | 127.70 |
| 2020-03-31 | $1.9M | 19k | 98.06 |
| 2019-12-31 | $2.2M | 17k | 125.41 |