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Consumer Discretionary SPDR shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $20M 170k 117.28
2026-03-31 $4.8M 44k 108.98
2025-12-31 $4.6M 38k 119.41
2025-09-30 $4.8M 20k 239.64
2025-06-30 $4.6M 21k 217.33
2025-03-31 $4.0M 20k 197.46
2024-12-31 $3.9M 17k 224.35
2024-09-30 $3.3M 16k 200.37
2024-06-30 $3.0M 16k 182.40
2024-03-31 $3.2M 17k 183.89
2023-12-31 $3.3M 19k 178.81
2023-09-30 $3.1M 19k 160.98
2023-06-30 $3.1M 18k 169.81
2023-03-31 $3.6M 24k 149.54
2022-12-31 $3.0M 23k 129.16
2022-09-30 $2.8M 20k 142.44
2022-06-30 $2.7M 20k 137.47
2022-03-31 $3.3M 18k 184.98
2021-12-31 $5.5M 27k 204.45
2021-09-30 $4.4M 25k 179.47
2021-06-30 $6.8M 38k 178.56
2021-03-31 $3.5M 21k 168.08
2020-12-31 $1.5M 9.1k 160.82
2020-09-30 $500k 3.4k 148.85
2020-06-30 $999k 7.7k 128.95
2020-03-31 $761k 8.1k 93.71
2019-12-31 $2.1M 17k 126.91
2019-09-30 $1.2M 9.7k 120.69
2019-06-30 $1.3M 11k 119.21
2019-03-31 $1.2M 11k 113.86
2018-12-31 $1.2M 13k 99.03
2018-09-30 $1.4M 12k 117.18
2018-06-30 $1.4M 12k 109.29
2018-03-31 $1.7M 18k 98.40
2017-12-31 $1.4M 14k 98.69
2017-09-30 $1.1M 13k 90.05
2017-06-30 $249k 2.8k 89.63
2017-03-31 $295k 3.4k 87.85
2016-12-31 $101k 1.2k 81.58
2016-03-31 $364k 4.6k 79.13
2015-12-31 $360k 4.6k 78.26

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Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Consumer Discretionary SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Citadel Advisors
Morgan Stanley
Elliott Investment Management
Wells Fargo & Company
Susquehanna International
Millennium Management
UBS Group
Jane Street
Goldman Sachs Group
Migdal Insurance & Financial Holdings
Raymond James Financial
Colony
LPL Financial

View all funds holding Consumer Discretionary SPDR