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Consumer Discretionary SPDR shares owned by Crown Wealth Group

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

Historical chart of Crown Wealth Group investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $419k 3.5k 119.41

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Dimensional Etf Trust Us Equity Market (DFUS)
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Ishares Tr Large Cap Max Bu (DMAX)
Calamos Etf Tr Russell 2000 Str (CPRY)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
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Apple (AAPL)
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Vaneck Etf Trust Semiconductr Etf (SMH)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Crown Wealth Group

Top funds holding Consumer Discretionary SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
Barclays
UBS Group
Goldman Sachs Group
Millennium Management
LPL Financial
Envestnet Asset Management
Green Harvest Asset Management
Colony
Raymond James Financial
Jane Street
Migdal Insurance & Financial Holdings
Harel Insurance Investments & Financial Services

View all funds holding Consumer Discretionary SPDR