Consumer Discretionary SPDR shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 25k | 239.64 |
| 2025-06-30 | $3.7M | 17k | 217.33 |
| 2025-03-31 | $6.2M | 31k | 197.46 |
| 2024-12-31 | $8.3M | 37k | 224.35 |
| 2024-09-30 | $4.0M | 20k | 200.38 |
| 2024-06-30 | $3.6M | 20k | 182.40 |
| 2024-03-31 | $3.5M | 19k | 183.91 |
| 2023-09-30 | $3.4M | 21k | 160.98 |
| 2023-06-30 | $2.1M | 12k | 169.81 |
| 2023-03-31 | $1.5M | 9.9k | 149.55 |
| 2022-12-31 | $1.1M | 8.3k | 129.19 |
| 2022-09-30 | $3.2M | 23k | 142.46 |
| 2022-06-30 | $1.3M | 9.3k | 137.43 |
| 2022-03-31 | $2.6M | 14k | 185.02 |
| 2021-12-31 | $45M | 220k | 204.44 |
| 2021-09-30 | $2.0M | 11k | 179.48 |
| 2021-06-30 | $1.4M | 8.1k | 178.55 |
| 2021-03-31 | $1.2M | 7.1k | 168.09 |
| 2020-12-31 | $1.7M | 10k | 160.82 |
| 2020-09-30 | $1.3M | 8.7k | 146.97 |
| 2020-06-30 | $555k | 4.3k | 127.62 |
| 2020-03-31 | $353k | 3.6k | 98.16 |
| 2019-12-31 | $526k | 4.2k | 125.33 |
| 2019-09-30 | $337k | 2.8k | 120.83 |
| 2019-06-30 | $259k | 2.4k | 106.10 |
| 2019-03-31 | $213k | 1.9k | 114.09 |
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