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
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by Phillips Financial Management 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 Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Phillips Financial Management
View all positions for Phillips Financial Management