Consumer Discretionary SPDR shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Consumer Discretionary SPDR by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 11k | 200.43 |
| 2024-06-30 | $1.6M | 8.5k | 182.41 |
| 2024-03-31 | $1.5M | 8.2k | 183.90 |
| 2023-12-31 | $2.1M | 12k | 178.81 |
| 2023-09-30 | $1.5M | 2.1k | 703.62 |
| 2023-06-30 | $2.4M | 14k | 169.81 |