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Consumer Discretionary SPDR shares owned by Sterling Investment Management

Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Sterling Investment Management from 13F filings

Historical chart of Sterling Investment Management investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by Sterling Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Consumer Discretionary SPDR by Sterling Investment Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $283k 1.3k 224.35
2024-09-30 $344k 1.7k 200.37
2024-06-30 $315k 1.7k 182.40
2024-03-31 $364k 2.0k 183.89
2023-12-31 $366k 2.0k 178.81
2023-09-30 $427k 2.7k 160.98
2023-06-30 $473k 2.8k 169.81
2023-03-31 $428k 2.9k 149.54
2022-12-31 $392k 3.0k 129.16
2022-09-30 $346k 2.4k 142.33
2022-06-30 $338k 2.5k 137.29
2022-03-31 $467k 2.5k 184.88
2021-12-31 $590k 2.9k 204.51
2021-09-30 $520k 2.9k 179.50
2021-06-30 $522k 2.9k 178.52
2021-03-31 $503k 3.0k 168.00
2020-12-31 $511k 3.2k 160.89
2020-09-30 $502k 3.4k 147.04
2020-06-30 $440k 3.4k 127.76
2020-03-31 $351k 3.6k 98.07
2019-12-31 $470k 3.8k 125.30
2019-09-30 $446k 3.7k 120.64
2019-06-30 $452k 3.8k 119.29
2019-03-31 $343k 3.0k 113.76
2018-12-31 $334k 3.4k 98.88
2018-09-30 $393k 3.4k 117.10
2018-06-30 $462k 4.2k 109.25
2018-03-31 $380k 3.8k 101.20
2017-12-31 $407k 4.1k 98.62
2017-09-30 $269k 3.0k 90.09
2017-06-30 $246k 2.7k 89.58
2017-03-31 $252k 2.9k 87.87

More positions owned by Sterling Investment Management

Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Spdr Gold Shares Etf (GLD)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)
Canadian Natl Ry Stock (CNI)
Vanguard Short-term Bond Etf Etf (BSV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Canadian Pacific Kansas City Stock (CP)
Visa Inc Com Cl A Stock (V)
Occidental Pete Corp Stock (OXY)
Walmart Stock (WMT)
Vanguard Intermediate-term Bond Etf Etf (BIV)
S&p Global Stock (SPGI)

View all positions for Sterling Investment Management

Top funds holding Consumer Discretionary SPDR

Bank of America Corporation
Susquehanna International
Citadel Advisors
Jpmorgan Chase & Co
Balyasny Asset Management
Millennium Management
Wells Fargo & Company
Envestnet Asset Management
Goldman Sachs Group
Ameriprise Financial
UBS Group
Raymond James & Associates
Churchill Management Corp.
Green Harvest Asset Management
Jane Street

View all funds holding Consumer Discretionary SPDR