Consumer Discretionary SPDR shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.2M | 19k | 224.35 |
| 2024-09-30 | $3.9M | 20k | 200.37 |
| 2024-06-30 | $3.3M | 18k | 182.40 |
| 2024-03-31 | $3.3M | 18k | 183.89 |
| 2023-12-31 | $3.1M | 18k | 178.81 |
| 2023-09-30 | $3.0M | 18k | 160.98 |
| 2023-06-30 | $3.1M | 18k | 169.81 |
| 2023-03-31 | $2.9M | 19k | 149.54 |
| 2022-12-31 | $2.1M | 17k | 129.16 |
| 2022-09-30 | $2.3M | 16k | 142.48 |
| 2022-06-30 | $2.7M | 20k | 137.48 |
| 2022-03-31 | $3.3M | 18k | 185.02 |
| 2021-12-31 | $5.0M | 25k | 204.43 |
| 2021-09-30 | $4.7M | 26k | 179.45 |
| 2021-06-30 | $4.3M | 24k | 178.53 |
| 2021-03-31 | $3.6M | 22k | 168.05 |
| 2020-12-31 | $3.6M | 21k | 170.60 |
| 2020-09-30 | $1.8M | 12k | 146.99 |
| 2020-06-30 | $1.8M | 14k | 127.71 |
| 2020-03-31 | $1.5M | 15k | 98.09 |
| 2019-12-31 | $1.5M | 12k | 125.41 |
| 2019-09-30 | $1.4M | 11k | 121.72 |
| 2019-06-30 | $1.3M | 11k | 123.69 |
| 2019-03-31 | $1.2M | 11k | 113.88 |
| 2018-12-31 | $1.3M | 13k | 98.99 |