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Consumer Discretionary SPDR shares owned by Angeles Wealth Management

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

Historical chart of Angeles Wealth Management investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by Angeles Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $159k 665 239.64
2025-06-30 $145k 665 217.33
2025-03-31 $59k 300 197.46
2024-12-31 $67k 300 224.35
2024-03-31 $3.7k 20 183.90
2023-09-30 $53k 329 160.98

More positions owned by Angeles Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ares Management Corporation Cl A Com Stk (ARES)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Msci Jpn Etf New (EWJ)

View all positions for Angeles Wealth Management

Top funds holding Consumer Discretionary SPDR

Jpmorgan Chase & Co
Morgan Stanley
Susquehanna International
Millennium Management
UBS Group
Wells Fargo & Company
Envestnet Asset Management
Goldman Sachs Group
Raymond James Financial
Ameriprise Financial
Citadel Advisors
LPL Financial
Jane Street
Green Harvest Asset Management
Colony

View all funds holding Consumer Discretionary SPDR