Consumer Discretionary SPDR shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 6.3k | 197.00 |
| 2024-06-30 | $1.2M | 6.4k | 190.03 |
| 2024-03-31 | $1.2M | 6.6k | 174.16 |
| 2023-09-30 | $1.1M | 7.0k | 161.54 |
| 2023-06-30 | $1.3M | 7.6k | 169.81 |
| 2023-03-31 | $1.2M | 7.9k | 147.93 |
| 2022-12-31 | $1.0M | 7.9k | 128.39 |
| 2022-09-30 | $931k | 6.4k | 145.61 |
| 2022-06-30 | $917k | 6.3k | 146.39 |
| 2022-03-31 | $1.1M | 6.1k | 185.18 |
| 2021-12-31 | $1.3M | 6.0k | 210.35 |
| 2021-09-30 | $1.1M | 5.9k | 179.49 |