Consumer Discretionary SPDR shares owned by Occidental Asset Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Occidental Asset Management
from 13F filings
Historical chart of Occidental Asset Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Occidental Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $767k | 3.2k | 239.61 |
| 2025-06-30 | $781k | 3.6k | 217.35 |
| 2024-12-31 | $8.2M | 37k | 224.35 |
| 2024-09-30 | $514k | 2.6k | 200.37 |
| 2024-06-30 | $479k | 2.6k | 182.40 |
| 2024-03-31 | $337k | 1.8k | 183.89 |
| 2023-12-31 | $268k | 1.5k | 178.81 |
| 2021-12-31 | $1.4M | 7.1k | 204.48 |
| 2016-12-31 | $737k | 9.1k | 81.35 |
| 2016-09-30 | $1.0M | 13k | 80.07 |
| 2016-06-30 | $879k | 11k | 78.03 |
| 2016-03-31 | $503k | 6.4k | 79.11 |
| 2015-12-31 | $426k | 5.5k | 78.14 |
More positions owned by Occidental Asset Management
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