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Consumer Discretionary SPDR shares owned by Cassaday & Co Wealth Management

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

Historical chart of Cassaday & Co Wealth Management investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $666k 3.7k 178.81
2023-09-30 $596k 3.7k 160.98
2023-06-30 $457k 2.7k 169.81
2023-03-31 $589k 3.9k 149.54
2022-12-31 $478k 3.7k 129.16

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

Top funds holding Consumer Discretionary SPDR

Bank of America Corporation
Citadel Advisors
Jpmorgan Chase & Co
Barclays
Wells Fargo & Company
Millennium Management
UBS Group
Balyasny Asset Management
Raymond James & Associates
Churchill Management Corp.
Wolverine Trading
Janney Montgomery Scott
Goldman Sachs Group
Branch Banking & Trust Company
WestEnd Advisors

View all funds holding Consumer Discretionary SPDR