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Consumer Discretionary SPDR shares owned by Lionsbridge Wealth Management

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

Historical chart of Lionsbridge Wealth Management investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by Lionsbridge 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 Lionsbridge Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $729k 3.4k 217.33
2025-03-31 $673k 3.4k 197.46
2024-12-31 $903k 4.0k 224.35
2024-09-30 $873k 4.4k 200.37
2024-03-31 $1.7M 9.3k 183.89

More positions owned by Lionsbridge Wealth Management

J P Morgan Exchange Traded F Income Etf (JPIE)
Tidal Trust I Fundstrat Granny (GRNY)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Quanta Services (PWR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Select Sector Spdr Tr Financial (XLF)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Gold Tr Gold Shs (GLD)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Lionsbridge Wealth Management

Top funds holding Consumer Discretionary SPDR

Jpmorgan Chase & Co
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
Wolverine Trading

View all funds holding Consumer Discretionary SPDR