Consumer Discretionary SPDR shares owned by West Branch Capital
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $90k | 374 | 239.64 |
| 2025-06-30 | $81k | 374 | 217.33 |
| 2025-03-31 | $96k | 484 | 197.46 |
| 2024-12-31 | $109k | 484 | 224.35 |
| 2024-09-30 | $97k | 484 | 200.37 |
| 2024-06-30 | $88k | 484 | 182.40 |
| 2024-03-31 | $89k | 484 | 183.89 |
| 2023-12-31 | $87k | 484 | 178.81 |
| 2023-09-30 | $78k | 484 | 160.98 |
| 2023-06-30 | $82k | 484 | 169.81 |
| 2023-03-31 | $72k | 484 | 149.54 |
| 2022-12-31 | $63k | 484 | 129.16 |
| 2022-09-30 | $83k | 584 | 142.12 |
| 2022-06-30 | $67k | 484 | 138.43 |
| 2022-03-31 | $90k | 484 | 185.95 |
| 2021-12-31 | $101k | 494 | 204.45 |
| 2021-09-30 | $89k | 494 | 180.16 |
| 2021-06-30 | $88k | 494 | 178.14 |