Consumer Discretionary SPDR shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Consumer Discretionary SPDR by Mount Yale Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.9M | 24k | 200.37 |
2024-06-30 | $5.1M | 28k | 182.40 |
2024-03-31 | $5.1M | 28k | 183.89 |
2023-09-30 | $3.7M | 23k | 160.98 |
2023-06-30 | $3.4M | 20k | 169.81 |
2023-03-31 | $2.8M | 19k | 149.54 |
2022-12-31 | $2.1M | 16k | 129.16 |
2022-09-30 | $2.3M | 16k | 142.42 |
2022-06-30 | $1.8M | 13k | 137.49 |
2022-03-31 | $2.3M | 13k | 184.97 |
2021-12-31 | $2.4M | 12k | 204.45 |
2021-09-30 | $2.2M | 12k | 179.48 |
2021-06-30 | $2.0M | 11k | 178.58 |
2021-03-31 | $2.2M | 13k | 168.07 |
2020-12-31 | $1.8M | 11k | 160.79 |
2020-09-30 | $1.7M | 12k | 146.99 |
2020-06-30 | $1.5M | 12k | 127.74 |
2020-03-31 | $1.1M | 11k | 98.12 |
2019-12-31 | $1.4M | 11k | 125.31 |
2019-09-30 | $1.3M | 11k | 120.99 |
2019-06-30 | $1.3M | 11k | 117.12 |
2019-03-31 | $1.4M | 12k | 113.86 |
2018-12-31 | $1.3M | 12k | 107.32 |
2018-09-30 | $1.3M | 11k | 111.54 |
2018-06-30 | $1.5M | 14k | 109.27 |
2018-03-31 | $1.4M | 14k | 101.29 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors