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Consumer Discretionary SPDR shares owned by Legacy Financial Strategies

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

Historical chart of Legacy Financial Strategies investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by Legacy Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $421k 2.1k 200.37
2024-06-30 $395k 2.1k 187.77
2024-03-31 $386k 2.1k 183.89
2023-12-31 $363k 2.0k 178.81

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Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Cintas Corporation (CTAS)
Brown & Brown (BRO)

View all positions for Legacy Financial Strategies

Top funds holding Consumer Discretionary SPDR

Bank of America Corporation
Susquehanna International
Citadel Advisors
Jpmorgan Chase & Co
Morgan Stanley
Wells Fargo & Company
Balyasny Asset Management
Envestnet Asset Management
Goldman Sachs Group
Raymond James & Associates
Green Harvest Asset Management
Jane Street
Bnp Paribas Arbitrage, Snc
Janney Montgomery Scott
CIBC World Markets

View all funds holding Consumer Discretionary SPDR