Consumer Discretionary SPDR shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Patriot Financial Group Insurance Agency
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $357k | 1.6k | 224.35 |
2024-09-30 | $351k | 1.8k | 200.37 |
2024-06-30 | $333k | 1.8k | 182.40 |
2024-03-31 | $350k | 1.9k | 183.89 |
2023-12-31 | $329k | 1.8k | 178.81 |
2023-09-30 | $502k | 3.1k | 160.99 |
2023-06-30 | $571k | 3.4k | 169.81 |
2023-03-31 | $611k | 4.1k | 149.54 |
2022-12-31 | $294k | 2.3k | 129.16 |
2022-09-30 | $207k | 1.5k | 142.66 |
2022-06-30 | $227k | 1.7k | 137.24 |
2022-03-31 | $317k | 1.7k | 184.73 |
2021-12-31 | $396k | 1.9k | 204.44 |
2021-09-30 | $306k | 1.7k | 179.47 |
2021-06-30 | $316k | 1.8k | 178.53 |
2021-03-31 | $121k | 717 | 168.76 |
2020-12-31 | $19k | 116 | 163.79 |
2020-09-30 | $3.0k | 23 | 130.43 |
2020-06-30 | $8.0k | 63 | 126.98 |
2020-03-31 | $93k | 949 | 98.00 |
2019-12-31 | $104k | 830 | 125.30 |
2019-09-30 | $90k | 745 | 120.81 |
2019-06-30 | $91k | 758 | 120.05 |
2019-03-31 | $74k | 651 | 113.67 |
2018-12-31 | $73k | 740 | 98.65 |
2018-09-30 | $101k | 865 | 116.76 |
2018-06-30 | $53k | 482 | 109.96 |
2018-03-31 | $206k | 2.1k | 98.24 |
2017-12-31 | $175k | 1.7k | 102.46 |
2017-09-30 | $92k | 1.0k | 91.54 |
2017-06-30 | $72k | 804 | 89.55 |
2017-03-31 | $19k | 215 | 88.37 |
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