Consumer Discretionary SPDR shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 5.2k | 239.64 |
| 2025-06-30 | $1.5M | 6.8k | 217.36 |
| 2025-03-31 | $1.3M | 6.6k | 197.46 |
| 2024-12-31 | $1.4M | 6.0k | 224.37 |
| 2024-09-30 | $644k | 3.2k | 200.37 |
| 2024-06-30 | $540k | 3.0k | 182.38 |
| 2023-12-31 | $323k | 1.8k | 178.80 |
| 2023-09-30 | $225k | 1.4k | 160.93 |
| 2023-06-30 | $237k | 1.4k | 169.85 |
| 2023-03-31 | $209k | 1.4k | 149.54 |
| 2021-12-31 | $546k | 2.9k | 185.84 |
| 2021-09-30 | $628k | 3.5k | 179.43 |
| 2021-06-30 | $583k | 3.3k | 178.45 |
| 2021-03-31 | $462k | 2.8k | 167.82 |
| 2020-12-31 | $467k | 2.7k | 170.38 |
| 2020-09-30 | $335k | 2.3k | 147.19 |
| 2020-06-30 | $328k | 2.3k | 143.73 |
More positions owned by Pensionmark Financial Group
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