Consumer Discretionary SPDR shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 11k | 239.65 |
| 2025-06-30 | $474k | 2.2k | 217.33 |
| 2025-03-31 | $613k | 3.1k | 197.46 |
| 2024-12-31 | $902k | 4.0k | 224.35 |
| 2024-09-30 | $2.3M | 12k | 200.37 |
| 2024-06-30 | $1.5M | 8.3k | 182.40 |
| 2024-03-31 | $1.5M | 8.1k | 183.89 |
| 2023-12-31 | $3.1M | 17k | 178.81 |
| 2023-09-30 | $5.3M | 33k | 160.98 |
| 2023-06-30 | $2.1M | 12k | 169.81 |
| 2023-03-31 | $1.9M | 13k | 149.54 |
| 2022-12-31 | $4.1M | 32k | 129.16 |
| 2022-09-30 | $2.4M | 17k | 142.44 |
| 2022-06-30 | $961k | 7.0k | 137.46 |
| 2022-03-31 | $1.3M | 7.1k | 185.04 |
| 2021-12-31 | $2.1M | 10k | 204.44 |
| 2021-09-30 | $1.3M | 7.4k | 179.47 |
| 2021-06-30 | $1.3M | 7.4k | 178.49 |
| 2021-03-31 | $1.3M | 7.6k | 168.11 |
| 2020-12-31 | $1.2M | 7.6k | 160.80 |
| 2020-09-30 | $1.1M | 7.3k | 147.04 |
| 2020-06-30 | $953k | 7.5k | 127.66 |
| 2020-03-31 | $726k | 7.4k | 98.02 |
| 2019-12-31 | $1.2M | 9.3k | 125.44 |
More positions owned by Steel Peak Wealth Management
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