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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

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All positions including Consumer Discretionary SPDR held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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