Consumer Discretionary SPDR shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.5M | 22k | 200.37 |
| 2024-06-30 | $4.0M | 22k | 182.40 |
| 2024-03-31 | $4.0M | 22k | 183.89 |
| 2023-12-31 | $3.8M | 22k | 178.81 |
| 2023-09-30 | $3.9M | 24k | 160.98 |
| 2023-06-30 | $3.8M | 22k | 169.81 |
| 2023-03-31 | $3.6M | 24k | 149.54 |
| 2022-12-31 | $2.8M | 22k | 129.16 |
| 2022-09-30 | $3.2M | 23k | 142.46 |
| 2022-06-30 | $3.3M | 24k | 137.47 |
| 2022-03-31 | $4.4M | 24k | 184.99 |
| 2021-12-31 | $6.6M | 32k | 204.43 |
| 2021-09-30 | $6.7M | 34k | 197.56 |
| 2021-03-31 | $4.1M | 25k | 168.15 |
| 2020-12-31 | $3.7M | 23k | 160.27 |
| 2020-09-30 | $3.2M | 31k | 103.03 |
| 2020-06-30 | $2.1M | 16k | 127.74 |
| 2020-03-31 | $1.8M | 18k | 98.09 |
More positions owned by Transcend Wealth Collective
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