Consumer Discretionary SPDR shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Consumer Discretionary SPDR
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All positions including Consumer Discretionary SPDR held by BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Consumer Discretionary SPDR by BerganKDV Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $170k | 1.0k | 169.81 |
2023-03-31 | $154k | 1.0k | 149.54 |
2022-12-31 | $131k | 1.0k | 129.16 |
2022-09-30 | $142k | 1.0k | 142.00 |
2022-06-30 | $137k | 1.0k | 137.00 |
2022-03-31 | $185k | 1.0k | 185.00 |
2021-12-31 | $204k | 1.0k | 204.00 |
2021-09-30 | $179k | 1.0k | 179.00 |
2021-06-30 | $189k | 1.1k | 178.98 |
2021-03-31 | $168k | 1.0k | 168.00 |
2020-12-31 | $161k | 1.0k | 161.00 |
2020-09-30 | $147k | 1.0k | 147.00 |
2020-06-30 | $128k | 1.0k | 128.00 |
2020-03-31 | $121k | 1.2k | 98.06 |
2019-12-31 | $155k | 1.2k | 125.61 |
2019-09-30 | $149k | 1.2k | 120.75 |
2019-06-30 | $147k | 1.2k | 119.12 |
2019-03-31 | $140k | 1.2k | 113.45 |
2018-12-31 | $122k | 1.2k | 98.87 |
2018-09-30 | $117k | 1.0k | 117.00 |
2018-06-30 | $109k | 1.0k | 109.00 |
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