Consumer Discretionary SPDR shares owned by Long Run Wealth Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Long Run Wealth Advisors
from 13F filings
Historical chart of Long Run Wealth Advisors investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Long Run Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 21k | 239.64 |
| 2025-06-30 | $4.6M | 21k | 217.33 |
| 2025-03-31 | $4.3M | 22k | 197.46 |
| 2024-12-31 | $3.7M | 17k | 224.35 |
| 2024-09-30 | $4.0M | 20k | 200.37 |
| 2024-06-30 | $3.6M | 20k | 182.40 |
| 2024-03-31 | $10M | 54k | 183.89 |
| 2023-12-31 | $9.2M | 52k | 178.81 |
| 2023-09-30 | $7.8M | 49k | 160.98 |
| 2023-06-30 | $7.9M | 47k | 169.81 |
| 2023-03-31 | $6.6M | 44k | 149.54 |
| 2022-12-31 | $4.2M | 33k | 129.16 |
| 2022-09-30 | $4.4M | 31k | 142.46 |
| 2022-06-30 | $6.3M | 46k | 137.48 |
| 2022-03-31 | $8.2M | 44k | 185.30 |
| 2021-12-31 | $8.6M | 42k | 203.86 |