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Consumer Discretionary SPDR shares owned by Burling Wealth Partners

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

Historical chart of Burling Wealth Partners investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by Burling 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 Burling Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $217k 1.8k 119.41
2025-09-30 $217k 907 239.64

More positions owned by Burling Wealth Partners

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)
Vanguard Mid-cap Etf Etf (VO)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Vanguard Small-cap Etf Etf (VB)
Ishares Core S&p Small Cap Etf Etf (IJR)
Blackstone Stock (BX)
Eli Lilly & Co Stock (LLY)
Meta Platforms Inc Cl A Stock (META)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for Burling 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