CWC Advisors »

Consumer Discretionary SPDR shares owned by CWC Advisors

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

Historical chart of CWC Advisors investment in Consumer Discretionary SPDR

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 291.8M1.9M86008650870087508800
Value ($)Share countHistorical XLY position of CWC Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Consumer Discretionary SPDR by CWC Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.0M 8.8k 224.35
2024-09-30 $1.7M 8.6k 200.37

More positions owned by CWC Advisors

Apple (AAPL)
Broadcom (AVGO)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Energy (XLE)
Blackstone Secd Lending Common Stock (BXSL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Goldman Sachs (GS)
Affiliated Managers (AMG)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Microsoft Corporation (MSFT)
Walt Disney Company (DIS)

View all positions for CWC Advisors

Top funds holding Consumer Discretionary SPDR

Bank of America Corporation
Susquehanna International
Jpmorgan Chase & Co
Citadel Advisors
Millennium Management
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Balyasny Asset Management
UBS Group
Ameriprise Financial
Goldman Sachs Group
Raymond James Financial
LPL Financial
Jane Street

View all funds holding Consumer Discretionary SPDR