Consumer Discretionary SPDR shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by Principle Wealth Partners 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 Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $220k | 919 | 239.76 |
| 2025-06-30 | $238k | 1.1k | 217.38 |
| 2024-12-31 | $235k | 1.0k | 224.36 |
| 2024-09-30 | $207k | 1.0k | 200.37 |
| 2021-09-30 | $246k | 1.4k | 179.17 |
| 2021-06-30 | $294k | 1.6k | 178.83 |
| 2021-03-31 | $276k | 1.6k | 167.88 |
| 2020-12-31 | $264k | 1.6k | 160.58 |
| 2020-06-30 | $154k | 1.2k | 127.59 |
| 2019-03-31 | $213k | 1.9k | 114.03 |