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Consumer Discretionary SPDR shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.5M 23k 108.98

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Eafe (IEFA)
T Rowe Price Etf Cap Appreciation (TCAF)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Apple (AAPL)

View all positions for Evergreen Wealth Solutions

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