Provenance Wealth Advisors »

Consumer Discretionary SPDR shares owned by Provenance Wealth Advisors

Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Provenance Wealth Advisors from 13F filings

Historical chart of Provenance Wealth Advisors investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by Provenance Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Consumer Discretionary SPDR by Provenance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $40k 165 239.64
2025-06-30 $36k 165 217.33
2025-03-31 $33k 165 197.46
2024-12-31 $37k 165 224.35
2024-09-30 $33k 165 200.37
2024-06-30 $30k 165 182.40
2024-03-31 $30k 165 183.89
2023-12-31 $30k 165 178.81