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Consumer Discretionary SPDR shares owned by KDK Private Wealth Management

Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by KDK Private Wealth Management from 13F filings

Historical chart of KDK Private Wealth Management investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by KDK Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $872k 3.6k 239.64
2025-06-30 $829k 3.8k 217.33

More positions owned by KDK Private Wealth Management

Enterprise Products Partners (EPD)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Short Treas Bd (SHV)
Vanguard World Inf Tech Etf (VGT)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Apple (AAPL)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Select Sector Spdr Tr Technology (XLK)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Vanguard World Financials Etf (VFH)

View all positions for KDK Private Wealth Management

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