Consumer Discretionary SPDR shares owned by Source Financial Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $395k | 2.0k | 200.40 |
| 2024-06-30 | $374k | 2.0k | 182.42 |
| 2024-03-31 | $388k | 2.1k | 183.91 |
| 2023-12-31 | $611k | 3.4k | 178.79 |
| 2023-09-30 | $536k | 3.3k | 160.96 |
| 2023-06-30 | $690k | 4.1k | 169.79 |
| 2023-03-31 | $639k | 4.3k | 149.52 |
| 2022-12-31 | $570k | 4.4k | 129.17 |
| 2022-09-30 | $629k | 4.4k | 142.47 |
| 2022-06-30 | $813k | 5.9k | 137.49 |
| 2022-03-31 | $1.1M | 6.0k | 184.95 |
| 2021-12-31 | $1.3M | 6.4k | 204.44 |
| 2021-09-30 | $1.2M | 6.5k | 179.46 |
| 2021-06-30 | $1.2M | 6.6k | 178.63 |
| 2021-03-31 | $1.1M | 6.5k | 168.11 |
| 2020-12-31 | $1.1M | 6.7k | 160.75 |