Consumer Discretionary SPDR shares owned by Wealth Management Group
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 16k | 239.64 |
| 2025-06-30 | $2.3M | 11k | 217.33 |
| 2025-03-31 | $5.8M | 30k | 197.46 |
| 2024-12-31 | $7.1M | 32k | 224.35 |
| 2024-09-30 | $5.7M | 28k | 200.37 |
| 2024-06-30 | $6.3M | 35k | 182.40 |
| 2024-03-31 | $6.4M | 35k | 183.89 |
| 2023-12-31 | $6.1M | 34k | 178.81 |
| 2023-09-30 | $5.4M | 34k | 160.98 |
| 2023-06-30 | $5.4M | 32k | 169.81 |
| 2023-03-31 | $1.7M | 11k | 149.54 |
| 2022-12-31 | $1.3M | 10k | 129.14 |
| 2022-09-30 | $1.5M | 10k | 142.48 |
| 2022-06-30 | $1.4M | 10k | 137.48 |
| 2022-03-31 | $4.3M | 23k | 185.02 |
| 2021-12-31 | $2.8M | 14k | 204.40 |
| 2021-09-30 | $2.5M | 14k | 179.48 |
| 2021-06-30 | $2.5M | 14k | 178.57 |
| 2021-03-31 | $2.4M | 15k | 168.09 |
| 2020-12-31 | $2.5M | 16k | 160.80 |
| 2020-09-30 | $2.8M | 19k | 146.99 |
| 2020-06-30 | $2.1M | 16k | 127.69 |
| 2020-03-31 | $5.3M | 54k | 98.09 |
| 2019-12-31 | $2.2M | 18k | 125.43 |
| 2019-09-30 | $1.8M | 15k | 120.73 |
| 2019-06-30 | $1.9M | 16k | 119.18 |
| 2019-03-31 | $1.8M | 16k | 113.85 |
| 2018-12-31 | $1.8M | 19k | 99.03 |
| 2018-09-30 | $2.5M | 22k | 117.23 |
| 2018-06-30 | $2.3M | 21k | 109.28 |
| 2018-03-31 | $2.1M | 20k | 101.31 |
| 2017-12-31 | $2.1M | 21k | 98.71 |
| 2017-09-30 | $1.3M | 15k | 90.07 |
| 2017-06-30 | $1.4M | 15k | 89.63 |
| 2017-03-31 | $1.3M | 15k | 87.94 |
| 2016-12-31 | $1.2M | 15k | 81.39 |
| 2016-09-30 | $1.3M | 16k | 80.01 |
| 2016-06-30 | $1.3M | 17k | 78.08 |
| 2016-03-31 | $8.7M | 110k | 79.10 |
| 2015-12-31 | $7.9M | 101k | 78.16 |