Consumer Discretionary SPDR shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 12k | 200.37 |
| 2024-06-30 | $2.2M | 12k | 182.40 |
| 2024-03-31 | $2.3M | 13k | 183.89 |
| 2023-12-31 | $2.2M | 13k | 178.81 |
| 2023-09-30 | $2.1M | 13k | 160.98 |
| 2023-06-30 | $1.1M | 6.3k | 169.81 |
| 2023-03-31 | $935k | 6.3k | 149.54 |