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Consumer Discretionary SPDR shares owned by Convergent Wealth Advisors

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

Historical chart of Convergent Wealth Advisors investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by Convergent Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Consumer Discretionary SPDR by Convergent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-09-30 $4.2M 56k 74.26
2015-03-31 $1.2M 16k 75.35

More positions owned by Convergent Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 7-10 Y Tr Bd Etf (IEF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Na Nat Res (IGE)
Ishares Tr Msci Ac Asia Etf (AAXJ)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Int-finl (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Convergent Wealth Advisors

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
Migdal Insurance & Financial Holdings

View all funds holding Consumer Discretionary SPDR