Consumer Discretionary SPDR shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.5M | 33k | 73.69 |
| 2024-09-30 | $2.1M | 10k | 200.38 |
| 2024-06-30 | $1.9M | 10k | 182.40 |
| 2024-03-31 | $1.7M | 9.1k | 183.90 |
| 2023-12-31 | $1.5M | 8.5k | 178.80 |
| 2023-09-30 | $1.3M | 8.3k | 160.98 |
| 2023-06-30 | $1.4M | 8.3k | 169.80 |
| 2023-03-31 | $1.6M | 10k | 149.54 |
| 2022-12-31 | $925k | 7.2k | 129.16 |
| 2022-09-30 | $876k | 6.2k | 142.37 |
| 2022-06-30 | $798k | 5.8k | 137.44 |
| 2022-03-31 | $2.1M | 11k | 185.01 |
| 2021-12-31 | $1.8M | 8.7k | 204.49 |
| 2021-09-30 | $1.6M | 8.8k | 179.40 |
| 2021-06-30 | $1.6M | 8.9k | 178.52 |
| 2021-03-31 | $1.5M | 8.8k | 168.05 |
| 2020-12-31 | $1.4M | 8.8k | 160.83 |
| 2020-09-30 | $1.5M | 10k | 146.99 |
| 2020-06-30 | $1.6M | 12k | 127.71 |
| 2020-03-31 | $1.3M | 12k | 106.46 |
| 2019-12-31 | $1.1M | 9.1k | 125.46 |
| 2019-09-30 | $1.1M | 9.0k | 120.74 |
| 2019-06-30 | $1.1M | 9.0k | 119.15 |
| 2019-03-31 | $904k | 7.9k | 113.91 |
| 2018-12-31 | $531k | 5.4k | 99.01 |
| 2018-09-30 | $615k | 5.9k | 105.09 |
| 2018-06-30 | $624k | 5.6k | 112.27 |
| 2018-03-31 | $398k | 3.9k | 101.20 |
| 2017-12-31 | $507k | 5.1k | 98.70 |
| 2017-09-30 | $288k | 3.2k | 90.20 |