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Consumer Discretionary SPDR shares owned by Concentrum Wealth Management

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

Historical chart of Concentrum Wealth Management investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by Concentrum 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 Concentrum Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $204k 1.9k 108.98

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First Tr Exchange Traded Fd Vi Dorsey Wright Focus 5 Etf Etf (FV)
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Powershares Qqq Tr Etf (QQQ)
Advanced Micro Devices Stock (AMD)
Microsoft Stock (MSFT)
Tesla Motors Stock (TSLA)
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Amazon.com Stock (AMZN)
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View all positions for Concentrum Wealth Management

Top funds holding Consumer Discretionary SPDR

Bank of America Corporation
Morgan Stanley
Millennium Management
Susquehanna International
Wells Fargo & Company
UBS Group
Barclays
Jane Street
Citadel Advisors
Elliott Investment Management
Envestnet Asset Management
Goldman Sachs Group
LPL Financial
Colony
Raymond James Financial

View all funds holding Consumer Discretionary SPDR