Consumer Discretionary SPDR shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $168k | 700 | 239.64 |
| 2025-06-30 | $152k | 700 | 217.33 |
| 2025-03-31 | $138k | 700 | 197.46 |
| 2024-12-31 | $157k | 700 | 224.35 |
| 2024-09-30 | $140k | 700 | 200.37 |
| 2024-06-30 | $128k | 700 | 182.40 |
| 2024-03-31 | $129k | 700 | 183.89 |
| 2023-12-31 | $125k | 700 | 178.81 |
| 2023-09-30 | $113k | 700 | 160.98 |
| 2023-06-30 | $119k | 700 | 169.81 |
| 2023-03-31 | $105k | 700 | 149.54 |
| 2022-12-31 | $859 | 1.2k | 0.72 |
| 2022-09-30 | $6.0k | 1.4k | 4.29 |
| 2022-06-30 | $1.6k | 1.9k | 0.83 |
| 2022-03-31 | $130k | 700 | 185.71 |
| 2021-12-31 | $164k | 800 | 205.00 |
| 2021-09-30 | $144k | 800 | 180.00 |
| 2021-06-30 | $195k | 1.1k | 178.25 |
| 2021-03-31 | $184k | 1.1k | 168.19 |
| 2020-12-31 | $208k | 1.3k | 160.74 |
| 2020-09-30 | $249k | 1.7k | 146.99 |
| 2020-06-30 | $8.7k | 2.9k | 3.00 |
| 2020-03-31 | $159k | 1.6k | 97.79 |
| 2019-12-31 | $232k | 1.9k | 125.41 |
| 2019-09-30 | $260k | 2.2k | 120.93 |
| 2019-06-30 | $256k | 2.2k | 119.07 |
| 2019-03-31 | $245k | 2.2k | 113.95 |
| 2018-12-31 | $213k | 2.2k | 99.07 |
| 2018-09-30 | $252k | 2.2k | 117.21 |
| 2018-06-30 | $235k | 2.2k | 109.30 |
| 2018-03-31 | $218k | 2.2k | 101.40 |
| 2017-12-31 | $212k | 2.2k | 98.60 |
| 2017-09-30 | $216k | 2.4k | 90.00 |
| 2017-06-30 | $215k | 2.4k | 89.58 |
| 2017-03-31 | $211k | 2.4k | 87.92 |
| 2016-09-30 | $238k | 3.0k | 80.13 |
| 2016-06-30 | $232k | 3.0k | 78.11 |
| 2016-03-31 | $306k | 3.9k | 79.11 |
| 2015-12-31 | $302k | 3.9k | 78.08 |
| 2015-09-30 | $265k | 3.6k | 74.27 |
| 2015-03-31 | $269k | 3.6k | 75.39 |
| 2014-12-31 | $243k | 5.0k | 48.23 |
| 2014-09-30 | $143k | 2.1k | 68.16 |
| 2014-06-30 | $26k | 400 | 65.00 |
| 2014-03-31 | $26k | 400 | 65.00 |
| 2013-12-31 | $27k | 400 | 67.50 |
| 2013-09-30 | $24k | 400 | 60.00 |
More positions owned by Optimum Investment Advisors
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