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Consumer Discretionary SPDR shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by National Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Consumer Discretionary SPDR by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $353k 3.0k 119.41
2023-09-30 $284k 1.8k 160.98
2022-03-31 $292k 1.6k 185.00
2021-12-31 $689k 3.4k 204.44

More positions owned by National Wealth Management Group

T Rowe Price Etf Cap Appreciation (TCAF)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
T Rowe Price Etf Price Blue Chip (TCHP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPLG)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group New Geography SHS (CGNG)
Spdr Gold Tr Gold Shs (GLD)
Palantir Technologies Cl A (PLTR)

View all positions for National Wealth Management Group

Top funds holding Consumer Discretionary SPDR

Jpmorgan Chase & Co
Susquehanna International
Millennium Management
UBS Group
Migdal Insurance & Financial Holdings
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