Consumer Discretionary SPDR shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $383k | 1.6k | 239.68 |
| 2025-06-30 | $347k | 1.6k | 217.38 |
| 2025-03-31 | $314k | 1.6k | 197.47 |
| 2024-12-31 | $356k | 1.6k | 224.33 |
| 2024-09-30 | $290k | 1.6k | 183.93 |
| 2024-06-30 | $289k | 1.6k | 182.37 |
| 2024-03-31 | $290k | 1.6k | 183.93 |
| 2023-12-31 | $282k | 1.6k | 178.81 |
| 2023-09-30 | $254k | 1.6k | 160.98 |
| 2023-06-30 | $268k | 1.6k | 169.81 |
| 2023-03-31 | $203k | 1.6k | 129.16 |
| 2022-12-31 | $203k | 1.6k | 129.16 |
| 2022-09-30 | $224k | 1.6k | 142.22 |
| 2022-06-30 | $217k | 1.6k | 137.78 |
| 2022-03-31 | $291k | 1.6k | 184.76 |
| 2021-12-31 | $322k | 1.6k | 204.44 |
| 2021-09-30 | $283k | 1.6k | 179.68 |
| 2021-06-30 | $281k | 1.6k | 178.41 |
| 2021-03-31 | $206k | 1.2k | 168.16 |
More positions owned by Monticello Wealth Management
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