Consumer Discretionary SPDR shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $213k | 889 | 239.64 |
| 2025-06-30 | $85k | 390 | 217.33 |
| 2025-03-31 | $77k | 390 | 197.46 |
| 2024-12-31 | $88k | 390 | 224.35 |
| 2024-09-30 | $78k | 390 | 200.37 |
| 2024-06-30 | $71k | 390 | 182.40 |
| 2024-03-31 | $72k | 390 | 183.89 |
| 2023-12-31 | $70k | 390 | 178.81 |
| 2023-09-30 | $63k | 390 | 160.98 |
| 2023-06-30 | $66k | 390 | 169.81 |
| 2023-03-31 | $58k | 390 | 149.54 |
| 2022-12-31 | $50k | 390 | 129.16 |
| 2022-09-30 | $56k | 390 | 143.59 |
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