Consumer Discretionary SPDR shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by Perfromance Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Consumer Discretionary SPDR by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $369k | 1.5k | 239.64 |
| 2025-06-30 | $323k | 1.5k | 217.33 |
| 2025-03-31 | $294k | 1.5k | 197.46 |
| 2024-12-31 | $413k | 1.8k | 224.35 |
| 2024-09-30 | $369k | 1.8k | 200.37 |
| 2024-06-30 | $336k | 1.8k | 182.40 |
| 2024-03-31 | $336k | 1.8k | 183.89 |
| 2023-12-31 | $327k | 1.8k | 178.81 |
| 2023-09-30 | $294k | 1.8k | 160.98 |
| 2023-06-30 | $314k | 1.8k | 171.93 |
| 2023-03-31 | $273k | 1.8k | 149.54 |
| 2022-12-31 | $238k | 1.8k | 129.16 |
| 2022-09-30 | $257k | 1.8k | 142.46 |
| 2022-06-30 | $238k | 1.7k | 137.65 |
| 2022-03-31 | $320k | 1.7k | 185.08 |
| 2021-12-31 | $351k | 1.7k | 204.55 |
More positions owned by Perfromance Wealth Partners
View all positions for Perfromance Wealth Partners