Consumer Discretionary SPDR shares owned by Winch Advisory Services
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Winch Advisory Services
from 13F filings
Historical chart of Winch Advisory Services investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Winch Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13k | 55 | 240.67 |
| 2025-06-30 | $12k | 55 | 217.98 |
| 2025-03-31 | $11k | 55 | 197.75 |
| 2024-12-31 | $25k | 109 | 225.05 |
| 2024-09-30 | $25k | 127 | 200.13 |
| 2024-06-30 | $23k | 127 | 181.82 |
| 2024-03-31 | $23k | 126 | 184.36 |
| 2023-12-31 | $23k | 126 | 178.89 |
| 2023-09-30 | $20k | 126 | 158.73 |
| 2023-06-30 | $21k | 126 | 166.67 |
| 2023-03-31 | $19k | 125 | 152.00 |
| 2022-12-31 | $16k | 125 | 128.00 |
| 2022-09-30 | $18k | 125 | 144.00 |
| 2022-06-30 | $17k | 124 | 137.10 |
| 2022-03-31 | $23k | 125 | 184.00 |
| 2021-12-31 | $26k | 126 | 206.35 |
| 2021-09-30 | $23k | 125 | 184.00 |
| 2021-06-30 | $22k | 125 | 176.00 |
| 2021-03-31 | $21k | 125 | 168.00 |
| 2020-12-31 | $12k | 72 | 166.67 |
| 2020-09-30 | $11k | 72 | 152.78 |
| 2020-06-30 | $9.0k | 72 | 125.00 |
| 2020-03-31 | $7.0k | 72 | 97.22 |
| 2019-12-31 | $9.0k | 72 | 125.00 |
| 2019-09-30 | $9.0k | 72 | 125.00 |
| 2019-06-30 | $9.0k | 72 | 125.00 |
| 2019-03-31 | $4.0k | 39 | 102.56 |
| 2018-12-31 | $4.0k | 39 | 102.56 |
| 2018-09-30 | $5.0k | 39 | 128.21 |
| 2018-06-30 | $4.0k | 39 | 102.56 |
| 2018-03-31 | $4.0k | 39 | 102.56 |
| 2017-12-31 | $4.0k | 39 | 102.56 |
| 2017-09-30 | $11k | 128 | 85.94 |
| 2017-06-30 | $2.9M | 32k | 89.63 |
| 2017-03-31 | $2.8M | 32k | 87.95 |
| 2016-12-31 | $2.6M | 32k | 81.39 |
| 2016-09-30 | $57k | 713 | 79.94 |
| 2016-06-30 | $58k | 746 | 77.75 |
| 2016-03-31 | $6.0k | 75 | 80.00 |
| 2015-12-31 | $3.1M | 39k | 78.17 |
| 2015-09-30 | $3.0M | 40k | 74.27 |
| 2015-06-30 | $6.2M | 81k | 76.48 |
| 2015-03-31 | $5.2M | 69k | 75.34 |
| 2014-12-31 | $6.2M | 85k | 72.16 |
| 2014-09-30 | $147k | 2.2k | 66.85 |
| 2014-06-30 | $11k | 162 | 67.90 |
| 2014-03-31 | $10k | 161 | 62.11 |