Consumer Discretionary SPDR shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $985k | 4.9k | 200.36 |
| 2024-06-30 | $869k | 4.8k | 182.41 |
| 2024-03-31 | $876k | 4.8k | 183.89 |
| 2023-12-31 | $841k | 4.7k | 178.79 |
| 2023-09-30 | $747k | 4.6k | 160.99 |
| 2023-06-30 | $795k | 4.7k | 169.81 |
| 2023-03-31 | $700k | 4.7k | 149.52 |
| 2022-12-31 | $582k | 4.5k | 129.16 |
| 2022-09-30 | $706k | 5.0k | 142.45 |
| 2022-06-30 | $682k | 5.0k | 137.53 |
| 2022-03-31 | $926k | 5.0k | 184.94 |
| 2021-12-31 | $1.3M | 6.4k | 204.43 |
| 2021-09-30 | $1.1M | 6.3k | 179.42 |
| 2021-06-30 | $1.2M | 6.5k | 178.49 |
| 2021-03-31 | $1.1M | 6.5k | 168.00 |
| 2020-12-31 | $1.1M | 6.8k | 160.78 |
| 2020-09-30 | $924k | 6.3k | 147.02 |
| 2020-06-30 | $815k | 6.4k | 127.66 |
| 2020-03-31 | $591k | 6.0k | 98.14 |
| 2019-12-31 | $901k | 901 | 1000.00 |
| 2019-09-30 | $906k | 7.5k | 120.75 |
| 2019-06-30 | $913k | 7.7k | 119.21 |
| 2019-03-31 | $563k | 4.9k | 113.88 |
| 2018-12-31 | $824k | 8.3k | 99.03 |
| 2018-03-31 | $883k | 8.5k | 104.04 |
| 2017-12-31 | $362k | 3.7k | 98.77 |
| 2017-09-30 | $336k | 3.7k | 90.08 |
| 2017-06-30 | $884k | 9.8k | 89.94 |
| 2015-12-31 | $1.1M | 15k | 78.19 |
| 2015-06-30 | $1.1M | 15k | 76.51 |
| 2015-03-31 | $1.8M | 24k | 75.33 |
| 2014-12-31 | $1.8M | 25k | 72.16 |
| 2014-09-30 | $1.3M | 19k | 67.08 |
| 2014-06-30 | $1.4M | 21k | 66.75 |
| 2014-03-31 | $1.3M | 20k | 64.73 |
| 2013-12-31 | $3.3M | 49k | 66.83 |
| 2013-09-30 | $5.0M | 82k | 60.64 |
| 2013-06-30 | $3.1M | 55k | 56.40 |
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