Consumer Discretionary SPDR shares owned by Appleton Partners
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $897k | 5.0k | 178.83 |
| 2023-09-30 | $803k | 5.0k | 160.89 |
| 2023-06-30 | $845k | 5.0k | 169.82 |
| 2023-03-31 | $869k | 5.8k | 149.54 |
| 2022-12-31 | $625k | 4.8k | 129.24 |
| 2022-09-30 | $385k | 2.7k | 142.54 |
| 2022-06-30 | $345k | 2.5k | 137.40 |
| 2022-03-31 | $462k | 2.5k | 185.10 |
| 2021-12-31 | $410k | 2.0k | 204.39 |
| 2021-09-30 | $365k | 2.0k | 179.27 |
| 2021-06-30 | $361k | 2.0k | 178.62 |
| 2021-03-31 | $374k | 2.2k | 168.09 |
| 2020-12-31 | $374k | 2.3k | 160.86 |
| 2020-09-30 | $281k | 1.9k | 146.97 |
| 2020-06-30 | $244k | 1.9k | 127.62 |
| 2019-12-31 | $243k | 1.9k | 125.52 |
| 2019-09-30 | $230k | 1.9k | 120.67 |