Consumer Discretionary SPDR shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Consumer Discretionary SPDR
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $3.6M | 20k | 183.89 |
2023-12-31 | $3.5M | 19k | 178.81 |
2023-09-30 | $3.3M | 21k | 160.98 |
2023-06-30 | $3.7M | 22k | 169.81 |
2023-03-31 | $3.3M | 22k | 149.54 |
2022-12-31 | $3.1M | 24k | 129.16 |
2022-09-30 | $3.3M | 23k | 142.43 |
2022-06-30 | $3.1M | 22k | 137.47 |
2022-03-31 | $3.3M | 20k | 169.66 |
2021-12-31 | $3.3M | 16k | 204.44 |
2021-09-30 | $2.7M | 15k | 179.41 |
2021-06-30 | $2.6M | 15k | 178.50 |
2021-03-31 | $2.2M | 13k | 168.05 |
2020-12-31 | $1.6M | 9.8k | 160.73 |
2020-09-30 | $1.4M | 9.4k | 146.93 |
2020-06-30 | $1.1M | 8.9k | 127.63 |
2020-03-31 | $422k | 4.3k | 97.93 |
2019-12-31 | $545k | 4.4k | 125.26 |
2019-09-30 | $567k | 4.7k | 120.56 |
2019-06-30 | $561k | 4.7k | 119.21 |
2019-03-31 | $598k | 5.3k | 113.82 |
2018-12-31 | $582k | 5.9k | 98.86 |
2018-09-30 | $729k | 6.2k | 117.23 |
2018-06-30 | $590k | 5.4k | 109.30 |
More positions owned by TRUE Private Wealth Advisors
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