Consumer Discretionary SPDR shares owned by Schrum Private Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Schrum Private Wealth Management
from 13F filings
Historical chart of Schrum Private Wealth Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Schrum Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $984k | 8.2k | 119.41 |
| 2025-09-30 | $988k | 4.1k | 239.66 |
| 2025-06-30 | $907k | 4.2k | 217.32 |
| 2025-03-31 | $824k | 4.2k | 197.43 |
| 2024-12-31 | $936k | 4.2k | 224.33 |
| 2024-06-30 | $762k | 4.2k | 182.40 |
| 2024-03-31 | $769k | 4.2k | 183.91 |
| 2023-09-30 | $673k | 4.2k | 160.99 |
| 2023-06-30 | $709k | 4.2k | 169.81 |
| 2023-03-31 | $685k | 4.6k | 149.55 |
| 2022-12-31 | $591k | 4.6k | 129.15 |
| 2022-09-30 | $651k | 4.6k | 142.26 |
| 2022-06-30 | $629k | 4.6k | 137.49 |
| 2022-03-31 | $840k | 4.6k | 183.65 |
| 2021-12-31 | $934k | 4.6k | 204.20 |
More positions owned by Schrum Private Wealth Management
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