Consumer Discretionary SPDR shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in Consumer Discretionary SPDR
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All positions including Consumer Discretionary SPDR held by Kellett Schaffner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $557k | 3.0k | 183.87 |
2023-12-31 | $515k | 2.9k | 178.84 |
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