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Consumer Discretionary SPDR shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Consumer Discretionary SPDR by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $221k 919 239.90
2024-12-31 $206k 919 224.49

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View all positions for Lakeshore Financial Planning

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