Legacy Capital Group California »

Consumer Discretionary SPDR shares owned by Legacy Capital Group California

Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Legacy Capital Group California from 13F filings

Historical chart of Legacy Capital Group California investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by Legacy Capital Group California consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Consumer Discretionary SPDR by Legacy Capital Group California

Quarter filed Position value Share count Share price at filing
2025-09-30 $556k 2.3k 239.64
2025-06-30 $352k 1.6k 217.33
2025-03-31 $310k 1.6k 197.46
2024-12-31 $449k 2.0k 224.35

More positions owned by Legacy Capital Group California

Apple (AAPL)
NVIDIA Corporation (NVDA)
Rubrik Cl A (RBRK)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
JPMorgan Chase & Co. (JPM)
Oklo Com Cl A (OKLO)
Victory Portfolios Ii Shares Free Cash (VFLO)
International Business Machines (IBM)

View all positions for Legacy Capital Group California

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