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Consumer Discretionary SPDR shares owned by Peak Financial Management

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

Historical chart of Peak Financial Management investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by Peak Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $231k 1.2k 200.37
2024-06-30 $211k 1.2k 182.40

More positions owned by Peak Financial Management

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Core Lt Usdb Etf (ILTB)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)

View all positions for Peak Financial Management

Top funds holding Consumer Discretionary SPDR

Bank of America Corporation
Barclays
Jpmorgan Chase & Co
Morgan Stanley
Millennium Management
Citadel Advisors
Wells Fargo & Company
Balyasny Asset Management
Envestnet Asset Management
Susquehanna International
Goldman Sachs Group
Raymond James & Associates
Green Harvest Asset Management
Janney Montgomery Scott
LPL Financial

View all funds holding Consumer Discretionary SPDR