Consumer Discretionary SPDR shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $2.1M | 13k | 160.78 |
| 2020-09-30 | $2.1M | 14k | 147.00 |
| 2020-06-30 | $1.9M | 15k | 127.72 |
| 2020-03-31 | $1.6M | 16k | 98.08 |
| 2019-12-31 | $5.2M | 42k | 125.43 |
| 2019-09-30 | $5.1M | 42k | 120.71 |
| 2019-06-30 | $5.5M | 46k | 119.20 |
| 2019-03-31 | $5.2M | 46k | 113.85 |
| 2018-12-31 | $5.0M | 51k | 99.01 |
| 2018-09-30 | $6.6M | 57k | 117.22 |
| 2018-06-30 | $7.8M | 71k | 109.30 |
| 2018-03-31 | $5.9M | 66k | 90.08 |
| 2017-12-31 | $6.5M | 66k | 98.68 |
| 2017-09-30 | $5.9M | 66k | 90.08 |
| 2017-06-30 | $5.9M | 66k | 89.64 |
| 2017-03-31 | $5.4M | 62k | 87.94 |
| 2016-12-31 | $3.3M | 40k | 81.39 |
| 2016-09-30 | $3.2M | 40k | 80.03 |
| 2016-06-30 | $2.7M | 34k | 78.05 |
| 2016-03-31 | $1.5M | 18k | 79.09 |
| 2015-12-31 | $529k | 6.8k | 78.10 |
| 2015-09-30 | $545k | 7.3k | 74.20 |
| 2015-06-30 | $630k | 8.2k | 76.48 |
| 2015-03-31 | $593k | 7.9k | 75.37 |
More positions owned by SVA Plumb Wealth Management
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