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Consumer Discretionary SPDR shares owned by Calton & Associates

Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Consumer Discretionary SPDR by Calton & Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 4.7k 224.37
2021-12-31 $1.1M 5.4k 204.38
2019-12-31 $246k 2.0k 125.25
2019-09-30 $243k 2.0k 120.60
2017-12-31 $17k 166 102.41

More positions owned by Calton & Associates

Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard World Mega Cap Index (MGC)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard World Health Car Etf (VHT)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Select Sector Spdr Tr Technology (XLK)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)

View all positions for Calton & Associates

Top funds holding Consumer Discretionary SPDR

Bank of America Corporation
Susquehanna International
Jpmorgan Chase & Co
Citadel Advisors
Millennium Management
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Balyasny Asset Management
UBS Group
Ameriprise Financial
Goldman Sachs Group
Raymond James Financial
LPL Financial
Jane Street

View all funds holding Consumer Discretionary SPDR