Consumer Discretionary SPDR shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Consumer Discretionary SPDR by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 6.0k | 200.35 |
| 2024-06-30 | $1.1M | 6.0k | 182.40 |
| 2024-03-31 | $1.1M | 6.2k | 183.85 |
| 2023-12-31 | $1.1M | 6.2k | 178.81 |
| 2023-09-30 | $999k | 6.2k | 160.96 |
| 2023-06-30 | $1.0M | 6.2k | 169.80 |
| 2023-03-31 | $905k | 6.1k | 149.52 |
| 2022-12-31 | $782k | 6.1k | 129.14 |
| 2022-09-30 | $882k | 6.2k | 142.40 |
| 2022-06-30 | $803k | 5.8k | 137.52 |
| 2022-03-31 | $1.1M | 5.9k | 185.08 |
| 2021-12-31 | $1.3M | 6.3k | 204.36 |
| 2021-09-30 | $1.2M | 6.5k | 179.85 |
| 2021-06-30 | $1.2M | 6.5k | 178.62 |
| 2021-03-31 | $1.1M | 6.5k | 168.11 |
| 2020-12-31 | $1.1M | 6.6k | 160.68 |
| 2020-09-30 | $823k | 6.4k | 127.68 |
| 2020-06-30 | $823k | 6.4k | 127.68 |
| 2020-03-31 | $706k | 7.2k | 97.89 |
| 2019-12-31 | $4.8M | 38k | 125.48 |
| 2019-09-30 | $4.6M | 38k | 120.72 |
| 2019-06-30 | $4.9M | 41k | 119.19 |
| 2019-03-31 | $4.8M | 42k | 113.86 |
| 2018-12-31 | $4.6M | 47k | 99.01 |
| 2018-09-30 | $5.1M | 46k | 109.30 |
| 2018-06-30 | $5.1M | 46k | 109.43 |
| 2018-03-31 | $4.9M | 48k | 101.38 |
| 2017-12-31 | $5.0M | 50k | 98.65 |
| 2017-09-30 | $4.9M | 54k | 91.36 |
| 2017-06-30 | $9.1M | 101k | 89.71 |
| 2017-03-31 | $8.9M | 103k | 87.29 |
| 2016-12-31 | $8.8M | 107k | 81.88 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners