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Consumer Discretionary SPDR shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by Comprehensive Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Consumer Discretionary SPDR by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.1k 38 239.63
2025-06-30 $8.3k 38 217.34
2025-03-31 $7.5k 38 197.45
2024-12-31 $8.5k 38 224.34

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View all positions for Comprehensive Financial Planning

Top funds holding Consumer Discretionary SPDR

Jpmorgan Chase & Co
Morgan Stanley
Susquehanna International
Millennium Management
UBS Group
Wells Fargo & Company
Envestnet Asset Management
Goldman Sachs Group
Raymond James Financial
Ameriprise Financial
Citadel Advisors
LPL Financial
Jane Street
Green Harvest Asset Management
Colony

View all funds holding Consumer Discretionary SPDR