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
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Quarterly reported holdings in Consumer Discretionary SPDR by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 25k | 239.64 |
| 2025-06-30 | $1.6M | 7.4k | 217.33 |
| 2025-03-31 | $1.3M | 6.4k | 197.94 |
| 2024-12-31 | $2.1M | 9.5k | 224.37 |
| 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 |