Consumer Discretionary SPDR shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Consumer Discretionary SPDR by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $294k | 1.2k | 239.64 |
| 2025-06-30 | $253k | 1.2k | 217.33 |
| 2025-03-31 | $450k | 2.3k | 197.50 |
| 2024-12-31 | $20M | 89k | 224.35 |
| 2019-12-31 | $1.5M | 12k | 125.41 |
| 2019-09-30 | $289k | 2.4k | 121.22 |
| 2019-03-31 | $262k | 2.3k | 113.67 |
| 2018-12-31 | $373k | 3.5k | 107.62 |
More positions owned by Independent Advisor Alliance
Home Depot (HD)
View all positions for Independent Advisor Alliance