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Consumer Discretionary SPDR shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $120k 499 239.77
2025-06-30 $111k 511 217.44
2025-03-31 $105k 533 197.56
2024-12-31 $120k 533 224.46
2020-12-31 $3.0k 17 176.47

More positions owned by GoalVest Advisory

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Spdr Nyse Technology Etf Etf (XNTK)
Palantir Technologies Inc Cl A Stock (PLTR)
Goldman Sachs Municipal Income Etf Etf (GMUB)
Vanguard Ftse Europe Etf Etf (VGK)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Goldman Sachs Physical Gold Etf Etf (AAAU)
Jpmorgan Chase & Co Stock (JPM)

View all positions for GoalVest Advisory

Top funds holding Consumer Discretionary SPDR

Jpmorgan Chase & Co
Morgan Stanley
Susquehanna International
Millennium Management
UBS Group
Wells Fargo & Company
Envestnet Asset Management
Goldman Sachs Group
Raymond James Financial
Ameriprise Financial
Citadel Advisors
LPL Financial
Jane Street
Green Harvest Asset Management
Colony

View all funds holding Consumer Discretionary SPDR