Consumer Discretionary SPDR shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by Simplicity Wealth 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 Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $849k | 4.2k | 200.35 |
| 2024-06-30 | $1.2M | 6.5k | 182.40 |
| 2024-03-31 | $5.0M | 27k | 183.89 |
| 2023-12-31 | $451k | 2.5k | 178.80 |
| 2022-09-30 | $947k | 6.6k | 142.43 |
| 2022-06-30 | $910k | 6.6k | 137.42 |
| 2022-03-31 | $2.2M | 12k | 184.96 |
| 2021-12-31 | $5.7M | 28k | 204.45 |