Atlantic Edge Private Wealth Management »

Consumer Discretionary SPDR shares owned by Atlantic Edge Private Wealth Management

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

Historical chart of Atlantic Edge Private Wealth Management investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Consumer Discretionary SPDR by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $81k 360 224.35
2024-09-30 $89k 443 200.37
2024-06-30 $66k 360 182.40
2024-03-31 $78k 425 183.89
2023-12-31 $103k 575 178.81

More positions owned by Atlantic Edge Private Wealth Management

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Msci Emrg Chn (EMXC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
Victory Portfolios Ii Core Intermediat (UITB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding Consumer Discretionary SPDR

Bank of America Corporation
Susquehanna International
Citadel Advisors
Jpmorgan Chase & Co
Balyasny Asset Management
Millennium Management
Wells Fargo & Company
Envestnet Asset Management
Goldman Sachs Group
Ameriprise Financial
UBS Group
Raymond James & Associates
Churchill Management Corp.
Green Harvest Asset Management
Jane Street

View all funds holding Consumer Discretionary SPDR