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Consumer Discretionary SPDR shares owned by HCR Wealth Advisors

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

Historical chart of HCR Wealth Advisors investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $206k 862 239.40
2020-12-31 $153k 953 160.55
2020-09-30 $44k 300 146.67
2020-06-30 $17k 130 130.77
2020-03-31 $13k 130 100.00
2019-12-31 $16k 130 123.08

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard Growth Index Fund ETF Etf (VUG)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Nvidia Corp Common Stock (NVDA)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Core S&P 500 ETF Etf (IVV)
Microsoft Common Stock (MSFT)
Alphabet Common Stock (GOOGL)
First Trust Preferred Securities and Income ETF Etf (FPE)
iShares Core MSCI Emerging ETF Etf (IEMG)
Ametek Common Stock (AME)
Palo Alto Networks Common Stock (PANW)
Meta Platforms Common Stock (META)
Amazon.Com Common Stock (AMZN)
Visa Common Stock (V)

View all positions for HCR Wealth Advisors

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