Consumer Discretionary SPDR shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset Management investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Consumer Discretionary SPDR by Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 26k | 239.64 |
| 2025-06-30 | $5.4M | 25k | 217.33 |
| 2025-03-31 | $4.0M | 20k | 197.46 |
| 2024-12-31 | $4.5M | 20k | 224.35 |
| 2024-09-30 | $3.3M | 16k | 200.37 |
| 2024-06-30 | $3.3M | 18k | 182.40 |
| 2024-03-31 | $3.3M | 18k | 183.89 |
| 2023-12-31 | $213k | 1.2k | 178.81 |
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