Consumer Discretionary SPDR shares owned by RMR Wealth Builders
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by RMR Wealth Builders
from 13F filings
Historical chart of RMR Wealth Builders investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by RMR Wealth Builders
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $386k | 1.6k | 239.62 |
| 2025-06-30 | $340k | 1.6k | 217.35 |
| 2025-03-31 | $333k | 1.7k | 197.45 |
| 2024-12-31 | $435k | 1.9k | 224.33 |
| 2024-09-30 | $394k | 2.0k | 200.41 |
| 2024-06-30 | $356k | 2.0k | 182.38 |
| 2024-03-31 | $616k | 3.4k | 183.90 |
| 2023-12-31 | $556k | 3.1k | 178.81 |
| 2021-03-31 | $88k | 522 | 168.58 |
| 2020-12-31 | $28k | 177 | 158.19 |
| 2020-09-30 | $307k | 2.1k | 147.10 |