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Consumer Discretionary SPDR shares owned by Dynamic Wealth Strategies

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

Historical chart of Dynamic Wealth Strategies investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $333k 1.8k 183.88

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Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Eafe Value Etf (EFV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for Dynamic Wealth Strategies

Top funds holding Consumer Discretionary SPDR

Bank of America Corporation
Susquehanna International
Jpmorgan Chase & Co
Citadel Advisors
Morgan Stanley
Millennium Management
Wells Fargo & Company
UBS Group
Envestnet Asset Management
Balyasny Asset Management
Ameriprise Financial
Citigroup
Raymond James & Associates
Green Harvest Asset Management
Churchill Management Corp.

View all funds holding Consumer Discretionary SPDR