Consumer Discretionary SPDR shares owned by Old Second Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Old Second Wealth Management
from 13F filings
Historical chart of Old Second Wealth Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Old Second Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $40k | 200 | 200.37 |
| 2024-06-30 | $37k | 200 | 182.40 |
| 2024-03-31 | $37k | 200 | 183.89 |
| 2023-12-31 | $36k | 200 | 178.81 |
| 2023-09-30 | $32k | 200 | 160.98 |
| 2023-06-30 | $34k | 200 | 169.81 |
| 2023-03-31 | $30k | 200 | 149.54 |
| 2022-12-31 | $26k | 200 | 129.16 |
| 2022-09-30 | $120k | 860 | 140.00 |
| 2022-06-30 | $131k | 973 | 135.00 |
| 2022-03-31 | $180k | 973 | 185.00 |
| 2021-12-31 | $156k | 973 | 160.00 |
| 2021-09-30 | $175k | 973 | 180.00 |
| 2021-06-30 | $175k | 973 | 180.00 |
| 2021-03-31 | $165k | 973 | 170.00 |
| 2020-12-31 | $156k | 973 | 160.00 |
| 2020-09-30 | $141k | 973 | 145.00 |
| 2020-06-30 | $118k | 912 | 129.50 |
| 2020-03-31 | $89k | 912 | 97.59 |
| 2019-12-31 | $4.4M | 35k | 125.43 |
| 2019-09-30 | $4.3M | 36k | 120.69 |
| 2019-06-30 | $4.3M | 36k | 119.18 |
| 2019-03-31 | $4.1M | 36k | 113.84 |
| 2018-12-31 | $3.2M | 32k | 99.00 |
| 2018-09-30 | $80k | 685 | 116.85 |
| 2018-06-30 | $75k | 685 | 110.11 |
| 2018-03-31 | $69k | 685 | 101.12 |
| 2017-12-31 | $965k | 9.8k | 98.69 |
| 2017-09-30 | $7.0k | 75 | 93.33 |
| 2017-06-30 | $7.0k | 75 | 93.33 |
| 2017-03-31 | $7.0k | 75 | 93.33 |
| 2016-12-31 | $6.0k | 75 | 80.00 |
| 2016-09-30 | $6.0k | 75 | 80.00 |
| 2016-06-30 | $6.0k | 75 | 80.00 |
| 2016-03-31 | $57k | 725 | 78.62 |
| 2015-12-31 | $57k | 725 | 78.62 |
| 2015-09-30 | $54k | 725 | 74.48 |
| 2015-06-30 | $55k | 725 | 75.86 |
| 2015-03-31 | $41k | 550 | 74.55 |
| 2014-06-30 | $2.9M | 43k | 66.82 |
| 2013-12-31 | $2.9M | 43k | 66.82 |
| 2013-09-30 | $2.8M | 47k | 60.62 |
| 2013-06-30 | $2.9M | 52k | 56.40 |
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