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Consumer Discretionary SPDR shares owned by Ballast Rock Private Wealth

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

Historical chart of Ballast Rock Private Wealth investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by Ballast Rock Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $231k 1.9k 119.41

More positions owned by Ballast Rock Private Wealth

Apple (AAPL)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vs Trust -1x Shrt Vix Fut (SVIX)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Ballast Rock Private Wealth

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