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Consumer Discretionary SPDR shares owned by Acumen Wealth Advisors

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

Historical chart of Acumen Wealth Advisors investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by Acumen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $99k 905 108.98

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Meta Platforms Cl A (META)
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View all positions for Acumen Wealth Advisors

Top funds holding Consumer Discretionary SPDR

Bank of America Corporation
Morgan Stanley
Millennium Management
Susquehanna International
Wells Fargo & Company
UBS Group
Barclays
Jane Street
Citadel Advisors
Elliott Investment Management
Envestnet Asset Management
Goldman Sachs Group
LPL Financial
Colony
Raymond James Financial

View all funds holding Consumer Discretionary SPDR