Consumer Discretionary SPDR shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $854k | 3.6k | 239.90 |
| 2025-06-30 | $797k | 3.7k | 217.66 |
| 2025-03-31 | $671k | 3.5k | 189.72 |
| 2024-12-31 | $724k | 3.3k | 220.82 |
| 2024-09-30 | $669k | 3.4k | 198.91 |
| 2024-06-30 | $626k | 3.3k | 191.45 |
| 2024-03-31 | $565k | 3.3k | 173.17 |
| 2023-12-31 | $535k | 3.1k | 173.22 |
| 2023-09-30 | $489k | 3.2k | 154.08 |
| 2023-06-30 | $570k | 3.4k | 169.81 |
| 2023-03-31 | $509k | 3.5k | 146.40 |
| 2022-12-31 | $521k | 3.5k | 150.32 |
More positions owned by Phillips Wealth Planners
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