Consumer Discretionary SPDR shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by Insight Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Consumer Discretionary SPDR by Insight Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $205k | 940 | 218.20 |
| 2025-03-31 | $8.2M | 41k | 197.46 |
| 2024-12-31 | $11M | 49k | 224.35 |
| 2021-12-31 | $213k | 1.0k | 204.41 |
| 2021-03-31 | $236k | 1.4k | 168.21 |
| 2020-12-31 | $230k | 1.4k | 160.95 |
| 2020-09-30 | $210k | 1.4k | 147.16 |
| 2020-06-30 | $242k | 1.9k | 127.50 |
| 2020-03-31 | $289k | 2.9k | 98.23 |
| 2019-12-31 | $21M | 168k | 125.42 |
| 2019-09-30 | $20M | 168k | 120.70 |
| 2019-06-30 | $18M | 153k | 119.20 |