Consumer Discretionary SPDR shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Consumer Discretionary SPDR
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All positions including Consumer Discretionary SPDR held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Consumer Discretionary SPDR by Phillips Wealth Planners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $565k | 3.3k | 173.17 |
2023-12-31 | $535k | 3.1k | 173.22 |
2023-09-30 | $489k | 3.2k | 154.08 |
2023-06-30 | $570k | 3.4k | 169.81 |
2023-03-31 | $509k | 3.5k | 146.40 |
2022-12-31 | $521k | 3.5k | 150.32 |
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