Consumer Discretionary SPDR shares owned by SWMG
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by SWMG
from 13F filings
Historical chart of SWMG investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by SWMG consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Consumer Discretionary SPDR by SWMG
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $460k | 1.9k | 238.37 |
| 2025-06-30 | $471k | 2.1k | 226.18 |
| 2025-03-31 | $358k | 1.8k | 197.60 |
| 2024-12-31 | $505k | 2.2k | 230.03 |
| 2024-09-30 | $468k | 2.1k | 218.38 |
| 2024-06-30 | $368k | 2.0k | 182.40 |
| 2024-03-31 | $348k | 1.9k | 183.89 |
| 2023-12-31 | $328k | 1.8k | 178.81 |
| 2023-09-30 | $545k | 3.4k | 160.98 |
| 2023-06-30 | $424k | 2.5k | 169.81 |
| 2023-03-31 | $264k | 1.8k | 149.54 |