Ballast Advisors »

Consumer Discretionary SPDR shares owned by Ballast Advisors

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

Historical chart of Ballast Advisors investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by Ballast Advisors 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 Ballast Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4k 6 240.00

More positions owned by Ballast Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Enterprise Products Partners (EPD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Uber Technologies (UBER)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Ballast Advisors

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