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Consumer Discretionary SPDR shares owned by AssuredPartners Investment Advisors

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

Historical chart of AssuredPartners Investment Advisors investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by AssuredPartners 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 AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $218k 1.8k 119.44
2025-03-31 $241k 1.2k 197.47

More positions owned by AssuredPartners Investment Advisors

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPTM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Gold Tr Ishares New (IAU)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Micron Technology (MU)
Tesla Motors (TSLA)

View all positions for AssuredPartners Investment Advisors

Top funds holding Consumer Discretionary SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
Barclays
UBS Group
Goldman Sachs Group
Ameriprise Financial
Millennium Management
LPL Financial
Envestnet Asset Management
Green Harvest Asset Management
Colony
Raymond James Financial
Jane Street
Migdal Insurance & Financial Holdings

View all funds holding Consumer Discretionary SPDR