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Consumer Discretionary SPDR shares owned by BlueStem Wealth Partners

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

Historical chart of BlueStem Wealth Partners investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by BlueStem Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.9M 66k 119.41
2025-09-30 $7.5M 31k 239.64
2025-06-30 $6.8M 32k 217.33

More positions owned by BlueStem Wealth Partners

Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Schwab International Equity Etf Etf (SCHF)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Columbia Research Enhanced Core Etf Etf (RECS)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Growth Etf Etf (VUG)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Jpmorgan Mortgage-backed Securities Etf Etf (JMTG)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Value Etf Etf (VTV)
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Ishares Core International Aggregate Bond Etf Etf (IAGG)

View all positions for BlueStem Wealth Partners

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