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Consumer Discretionary SPDR shares owned by Soltis Investment Advisors

Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Soltis Investment Advisors from 13F filings

Historical chart of Soltis Investment Advisors investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by Soltis Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Consumer Discretionary SPDR by Soltis Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 13k 183.89
2023-12-31 $2.2M 13k 178.81
2023-06-30 $440k 2.6k 169.81
2021-12-31 $292k 1.4k 204.20
2020-12-31 $1.8M 11k 160.75
2020-09-30 $2.1M 14k 146.95

More positions owned by Soltis Investment Advisors

Microsoft Corporation (MSFT)
Merit Medical Systems (MMSI)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Security Natl Finl Corp Cl A New (SNFCA)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ready Cap Corp Com reit (RC)
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Soltis Investment Advisors

Top funds holding Consumer Discretionary SPDR

Bank of America Corporation
Susquehanna International
Jpmorgan Chase & Co
Citadel Advisors
Barclays
Wells Fargo & Company
Millennium Management
UBS Group
Citigroup
Balyasny Asset Management
Raymond James & Associates
Churchill Management Corp.
Wolverine Trading
Janney Montgomery Scott
LPL Financial

View all funds holding Consumer Discretionary SPDR