Consumer Discretionary SPDR shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Precedent Wealth Partners
from 13F filings
Historical chart of Precedent Wealth Partners investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Precedent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $217k | 904 | 239.64 |
| 2025-03-31 | $357k | 1.8k | 197.46 |
| 2024-12-31 | $406k | 1.8k | 224.35 |
| 2024-09-30 | $363k | 1.8k | 200.37 |
| 2024-06-30 | $330k | 1.8k | 182.40 |
| 2024-03-31 | $333k | 1.8k | 183.89 |
| 2023-12-31 | $324k | 1.8k | 178.81 |