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Consumer Discretionary SPDR shares owned by Pension & Wealth Management Advisors

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

Historical chart of Pension & Wealth Management Advisors investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $313k 2.7k 117.31
2026-03-31 $291k 2.7k 109.01
2025-12-31 $319k 2.7k 119.44
2025-09-30 $320k 1.3k 239.70
2025-06-30 $290k 1.3k 217.38
2025-03-31 $264k 1.3k 197.51
2024-12-31 $54k 240 224.66

More positions owned by Pension & Wealth Management Advisors

Schwab 1000 Index Etf Etf (SCHK)
Fidelity Total Bond Etf Etf (FBND)
State Street Doubleline Total Return Tactical Etf Etf (TOTL)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Capital Group International Equity Etf Etf (CGIE)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p 500 Etf Etf (IVV)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Ishares Aaa Clo Active Etf Etf (CLOA)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)

View all positions for Pension & Wealth Management Advisors

Top funds holding Consumer Discretionary SPDR

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

View all funds holding Consumer Discretionary SPDR