Consumer Discretionary SPDR shares owned by ValMark Advisers
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 7.6k | 239.63 |
| 2025-06-30 | $1.7M | 7.6k | 217.32 |
| 2025-03-31 | $1.6M | 8.0k | 197.47 |
| 2024-12-31 | $1.8M | 8.2k | 224.34 |
| 2024-09-30 | $1.8M | 9.0k | 200.36 |
| 2024-06-30 | $1.7M | 9.3k | 182.40 |
| 2024-03-31 | $1.6M | 9.0k | 183.90 |
| 2023-12-31 | $1.6M | 9.2k | 178.81 |
| 2023-09-30 | $1.5M | 9.3k | 160.98 |
| 2023-06-30 | $1.6M | 9.3k | 169.81 |
| 2023-03-31 | $1.3M | 8.9k | 149.53 |
| 2022-12-31 | $1.1M | 8.6k | 129.15 |
| 2022-09-30 | $1.1M | 8.0k | 142.39 |
| 2022-06-30 | $1.1M | 8.0k | 137.44 |
| 2022-03-31 | $1.5M | 8.0k | 184.99 |
| 2021-12-31 | $1.5M | 7.1k | 204.48 |
| 2021-09-30 | $1.2M | 6.6k | 179.42 |
| 2021-06-30 | $1.0M | 5.8k | 178.50 |
| 2021-03-31 | $972k | 5.8k | 168.05 |
| 2020-12-31 | $741k | 4.6k | 160.70 |
| 2020-09-30 | $530k | 3.6k | 147.06 |
| 2020-06-30 | $390k | 3.1k | 127.79 |
| 2019-12-31 | $239k | 1.9k | 125.26 |
| 2019-09-30 | $563k | 4.7k | 120.74 |
| 2019-06-30 | $490k | 4.1k | 119.22 |
| 2019-03-31 | $202k | 1.8k | 114.06 |