Consumer Discretionary SPDR shares owned by Swan Wealth Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Swan Wealth Advisors
from 13F filings
Historical chart of Swan Wealth Advisors investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Swan Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $63M | 350k | 178.81 |
| 2023-09-30 | $68M | 425k | 160.98 |
| 2023-06-30 | $68M | 476k | 142.87 |
| 2023-03-31 | $74M | 516k | 142.87 |
| 2022-12-31 | $86M | 598k | 142.87 |
| 2022-09-30 | $95M | 667k | 142.45 |
| 2022-06-30 | $95M | 694k | 137.48 |
| 2022-03-31 | $133M | 718k | 185.00 |
| 2021-12-31 | $150M | 733k | 204.44 |
| 2021-09-30 | $142M | 789k | 179.45 |
| 2021-06-30 | $151M | 841k | 179.14 |
| 2021-03-31 | $149M | 884k | 168.07 |
| 2020-12-31 | $163M | 1.0M | 160.78 |
| 2020-09-30 | $168M | 1.1M | 146.98 |
| 2020-06-30 | $168M | 1.3M | 127.71 |
| 2020-03-31 | $150M | 1.5M | 98.08 |
| 2019-12-31 | $211M | 1.7M | 125.42 |
| 2019-09-30 | $235M | 2.0M | 119.86 |
| 2019-06-30 | $258M | 2.2M | 118.86 |
| 2019-03-31 | $406M | 4.0M | 102.63 |
| 2018-12-31 | $286M | 2.9M | 97.96 |
| 2018-09-30 | $362M | 3.1M | 117.32 |
| 2018-06-30 | $422M | 3.9M | 109.11 |
| 2018-03-31 | $413M | 4.1M | 99.89 |
| 2017-12-31 | $417M | 4.2M | 99.27 |
| 2017-09-30 | $376M | 4.2M | 89.74 |
| 2017-06-30 | $353M | 3.9M | 89.63 |
| 2017-03-31 | $330M | 3.8M | 87.94 |
| 2016-12-31 | $276M | 3.4M | 82.09 |
| 2016-09-30 | $253M | 3.2M | 79.55 |
| 2016-06-30 | $221M | 2.8M | 77.49 |
| 2016-03-31 | $199M | 2.5M | 79.19 |
| 2015-12-31 | $192M | 2.4M | 78.96 |
| 2015-09-30 | $182M | 2.5M | 74.23 |
| 2015-06-30 | $175M | 2.3M | 76.14 |
| 2015-03-31 | $168M | 2.2M | 75.64 |
| 2014-12-31 | $138M | 1.9M | 72.37 |
| 2014-09-30 | $116M | 1.7M | 66.69 |
| 2014-06-30 | $98M | 1.5M | 66.74 |
| 2014-03-31 | $77M | 1.2M | 63.70 |
| 2013-12-31 | $27M | 406k | 66.83 |