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Consumer Discretionary SPDR shares owned by FSC Wealth Advisors

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

Historical chart of FSC Wealth Advisors investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by FSC 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 FSC Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.4M 19k 224.35
2024-09-30 $3.8M 19k 200.37
2023-12-31 $6.5M 36k 178.81
2023-09-30 $1.4k 9 161.00
2023-06-30 $2.9M 17k 169.81

More positions owned by FSC Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Cap Val Etf (MGV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Listed Fd Tr Roundhill Magnif (MAGS)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for FSC Wealth 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