Consumer Discretionary SPDR shares owned by Independent Financial Group
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.2M | 29k | 108.98 |
| 2025-09-30 | $4.1M | 17k | 239.63 |
| 2025-06-30 | $4.3M | 20k | 217.33 |
| 2025-03-31 | $3.8M | 19k | 197.46 |
| 2024-12-31 | $3.8M | 17k | 224.35 |
| 2024-09-30 | $3.0M | 15k | 200.38 |
| 2024-06-30 | $3.0M | 16k | 182.40 |
| 2024-03-31 | $2.7M | 15k | 183.89 |
| 2023-12-31 | $2.8M | 16k | 178.82 |
| 2023-09-30 | $2.0M | 13k | 160.98 |
| 2023-06-30 | $1.7M | 9.9k | 169.80 |
| 2023-03-31 | $1.1M | 7.5k | 149.54 |
| 2022-12-31 | $572k | 4.4k | 129.19 |
| 2022-09-30 | $558k | 3.9k | 142.45 |
| 2022-06-30 | $533k | 3.9k | 137.50 |
| 2022-03-31 | $883k | 4.8k | 185.03 |
| 2021-12-31 | $1.1M | 5.4k | 204.44 |
| 2021-09-30 | $842k | 4.7k | 179.47 |
| 2021-06-30 | $1.4M | 7.9k | 178.55 |
| 2021-03-31 | $753k | 4.5k | 168.08 |
| 2020-12-31 | $741k | 4.6k | 160.77 |
| 2020-09-30 | $641k | 4.4k | 146.97 |
| 2020-06-30 | $526k | 4.1k | 127.72 |
| 2020-03-31 | $371k | 3.8k | 98.08 |
More positions owned by Independent Financial Group
View all positions for Independent Financial Group