Consumer Discretionary SPDR shares owned by Oak Family Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Oak Family Advisors
from 13F filings
Historical chart of Oak Family Advisors investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Oak Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 5.9k | 239.64 |
| 2025-06-30 | $1.2M | 5.6k | 217.33 |
| 2025-03-31 | $1.4M | 7.2k | 197.46 |
| 2024-12-31 | $2.7M | 12k | 224.35 |
| 2024-09-30 | $2.4M | 12k | 198.72 |
| 2024-06-30 | $2.2M | 12k | 182.40 |
| 2024-03-31 | $2.3M | 12k | 183.89 |
| 2023-12-31 | $2.3M | 13k | 178.81 |
| 2023-09-30 | $2.1M | 13k | 160.98 |
| 2023-06-30 | $1.6M | 9.2k | 169.81 |
| 2023-03-31 | $1.5M | 10k | 149.54 |
| 2022-12-31 | $647k | 5.0k | 129.16 |
| 2022-09-30 | $600k | 4.2k | 142.52 |
| 2022-06-30 | $486k | 3.5k | 137.52 |
| 2022-03-31 | $698k | 3.8k | 184.95 |
| 2021-12-31 | $1.4M | 6.6k | 204.42 |
| 2021-09-30 | $860k | 4.8k | 179.43 |
| 2021-06-30 | $856k | 4.8k | 178.59 |
| 2021-03-31 | $806k | 4.8k | 168.16 |
| 2020-12-31 | $1.3M | 7.9k | 160.80 |