Consumer Discretionary SPDR shares owned by River Wealth Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by River Wealth Advisors
from 13F filings
Historical chart of River Wealth Advisors investment in Consumer Discretionary SPDR
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All positions including Consumer Discretionary SPDR held by River Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $295k | 1.5k | 200.37 |
2024-03-31 | $274k | 1.5k | 183.89 |
2023-12-31 | $285k | 1.6k | 178.81 |
2023-09-30 | $284k | 1.8k | 160.98 |
2023-06-30 | $396k | 2.3k | 169.81 |
2023-03-31 | $349k | 2.3k | 149.54 |
2022-12-31 | $340k | 2.6k | 129.16 |
2022-09-30 | $411k | 2.9k | 142.36 |
2022-06-30 | $517k | 3.8k | 137.46 |
2022-03-31 | $621k | 3.4k | 184.99 |
2021-12-31 | $685k | 3.4k | 204.36 |
2021-09-30 | $573k | 3.2k | 179.46 |
2021-06-30 | $573k | 3.2k | 178.62 |
2021-03-31 | $531k | 3.2k | 167.93 |
2020-12-31 | $508k | 3.2k | 160.66 |
2020-09-30 | $514k | 3.5k | 147.07 |
2020-06-30 | $461k | 3.6k | 127.81 |
2020-03-31 | $354k | 3.6k | 98.14 |
2019-12-31 | $452k | 3.6k | 125.31 |
2019-09-30 | $410k | 3.4k | 120.84 |
2019-06-30 | $365k | 3.1k | 119.20 |
2019-03-31 | $332k | 2.9k | 114.01 |
2018-12-31 | $274k | 2.8k | 98.99 |
2018-09-30 | $327k | 2.8k | 117.29 |
2018-06-30 | $277k | 2.5k | 109.40 |
2018-03-31 | $248k | 2.5k | 101.22 |
2017-12-31 | $245k | 2.5k | 98.71 |
2017-09-30 | $252k | 2.8k | 89.97 |
2017-06-30 | $245k | 2.7k | 89.55 |
2017-03-31 | $241k | 2.7k | 88.08 |