Consumer Discretionary SPDR shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 22k | 239.64 |
| 2025-06-30 | $6.2M | 29k | 217.33 |
| 2025-03-31 | $7.4M | 37k | 197.46 |
| 2024-12-31 | $26M | 114k | 224.35 |
| 2024-09-30 | $24M | 117k | 200.37 |
| 2024-06-30 | $22M | 123k | 182.40 |
| 2024-03-31 | $20M | 108k | 183.89 |
More positions owned by Wellspring Financial Advisors
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