Consumer Discretionary SPDR shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $499k | 2.2k | 224.35 |
| 2024-09-30 | $445k | 2.2k | 200.37 |
| 2024-06-30 | $406k | 2.2k | 182.40 |
| 2024-03-31 | $424k | 2.3k | 183.89 |
| 2023-12-31 | $410k | 2.3k | 178.81 |
| 2023-09-30 | $413k | 2.6k | 160.98 |
| 2023-06-30 | $400k | 2.4k | 169.81 |
| 2023-03-31 | $385k | 2.6k | 149.54 |
| 2022-12-31 | $333k | 2.6k | 129.16 |
| 2022-09-30 | $366k | 2.6k | 142.08 |
| 2022-06-30 | $354k | 2.6k | 137.42 |
| 2022-03-31 | $481k | 2.6k | 185.14 |
| 2021-12-31 | $531k | 2.6k | 204.39 |
| 2021-09-30 | $466k | 2.6k | 179.37 |
| 2021-06-30 | $469k | 2.6k | 180.52 |
| 2021-03-31 | $436k | 2.6k | 167.82 |
| 2020-12-31 | $414k | 2.6k | 160.71 |
| 2020-09-30 | $379k | 2.6k | 147.13 |
| 2020-06-30 | $334k | 2.6k | 127.68 |
| 2020-03-31 | $256k | 2.6k | 97.86 |
| 2019-12-31 | $323k | 2.6k | 125.39 |
More positions owned by Regent Peak Wealth Advisors
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