Consumer Discretionary SPDR shares owned by Peterson Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Peterson Wealth Management
from 13F filings
Historical chart of Peterson Wealth Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Peterson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $5.3M | 29k | 182.40 |
| 2024-03-31 | $4.2M | 23k | 183.89 |
| 2023-12-31 | $4.0M | 22k | 178.81 |
| 2023-09-30 | $3.0M | 19k | 160.98 |
| 2023-06-30 | $1.8M | 10k | 169.82 |
| 2023-03-31 | $1.2M | 8.2k | 149.55 |
| 2022-12-31 | $971k | 7.5k | 129.17 |
| 2022-09-30 | $1.1M | 7.6k | 142.48 |
| 2022-03-31 | $2.4M | 13k | 185.02 |
| 2021-12-31 | $4.6M | 22k | 204.44 |
| 2021-09-30 | $3.8M | 21k | 179.45 |
| 2021-06-30 | $3.8M | 21k | 178.54 |
| 2021-03-31 | $4.5M | 27k | 168.08 |
| 2020-12-31 | $2.2M | 14k | 160.81 |
| 2020-09-30 | $1.8M | 13k | 146.98 |
| 2020-06-30 | $550k | 4.3k | 127.64 |
| 2020-03-31 | $228k | 2.3k | 97.94 |
| 2019-12-31 | $3.3M | 26k | 126.71 |
More positions owned by Peterson Wealth Management
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