Consumer Discretionary SPDR shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $43k | 238 | 178.81 |
| 2021-12-31 | $37k | 182 | 203.30 |
| 2021-09-30 | $22k | 120 | 183.33 |
| 2021-06-30 | $21k | 120 | 175.00 |
| 2021-03-31 | $20k | 120 | 166.67 |
| 2020-12-31 | $19k | 120 | 158.33 |
| 2020-09-30 | $18k | 120 | 150.00 |
| 2020-06-30 | $21k | 162 | 129.63 |
More positions owned by Rockbridge Investment Management, LCC
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