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Consumer Discretionary SPDR shares owned by New Wave Wealth Advisors

Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by New Wave Wealth Advisors from 13F filings

Historical chart of New Wave Wealth Advisors investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.8M 8.2k 224.35
2024-06-30 $1.2M 6.8k 182.40

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Tyson Foods Cl A (TSN)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Ishares Tr Msci India Etf (INDA)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for New Wave Wealth Advisors

Top funds holding Consumer Discretionary SPDR

Bank of America Corporation
Susquehanna International
Citadel Advisors
Jpmorgan Chase & Co
Balyasny Asset Management
Millennium Management
Wells Fargo & Company
Envestnet Asset Management
Goldman Sachs Group
Ameriprise Financial
UBS Group
Raymond James & Associates
Churchill Management Corp.
Green Harvest Asset Management
Jane Street

View all funds holding Consumer Discretionary SPDR