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Consumer Discretionary SPDR shares owned by Bullock Wealth Management Group

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

Historical chart of Bullock Wealth Management Group investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 16k 109.80
2025-12-31 $2.1M 17k 119.41

More positions owned by Bullock Wealth Management Group

Pacer Trendpilot Us Large Cap Etf Etf (PTLC)
Nvidia Corporation Stock (NVDA)
Pacer Trendpilot 100 Etf Etf (PTNQ)
Pacer Trendpilot International Etf Etf (PTIN)
Pacer Trendpilot Us Mid Cap Etf Etf (PTMC)
Microsoft Corp Stock (MSFT)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Apple Stock (AAPL)
Eli Lilly & Co Stock (LLY)
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Caterpillar Stock (CAT)
State Street Communication Services Select Sector Spdr Etf Etf (XLC)
Broadcom Stock (AVGO)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Bullock Wealth Management Group

Top funds holding Consumer Discretionary SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Citadel Advisors
Morgan Stanley
Elliott Investment Management
Wells Fargo & Company
Susquehanna International
Millennium Management
UBS Group
Jane Street
Goldman Sachs Group
Migdal Insurance & Financial Holdings
Raymond James Financial
Colony
LPL Financial

View all funds holding Consumer Discretionary SPDR