Consumer Discretionary SPDR shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $126k | 628 | 200.37 |
| 2024-06-30 | $115k | 628 | 182.40 |
| 2024-03-31 | $116k | 628 | 183.89 |
| 2023-09-30 | $107k | 667 | 160.98 |
| 2023-06-30 | $113k | 667 | 169.81 |
| 2023-03-31 | $19k | 130 | 149.54 |
| 2022-12-31 | $2.2k | 17 | 129.18 |
| 2022-09-30 | $2.4k | 17 | 142.47 |
| 2022-06-30 | $2.3k | 17 | 137.47 |
| 2022-03-31 | $3.1k | 17 | 185.00 |