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Consumer Discretionary SPDR shares owned by Plante Moran Financial Advisors

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

Historical chart of Plante Moran Financial Advisors investment in Consumer Discretionary SPDR

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All positions including Consumer Discretionary SPDR held by Plante Moran 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 Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $263k 1.3k 200.37
2024-06-30 $240k 1.3k 182.40
2024-03-31 $253k 1.4k 183.89
2023-12-31 $211k 1.2k 178.81
2023-09-30 $192k 1.2k 160.98
2023-06-30 $184k 1.1k 169.81
2023-03-31 $136k 911 149.54
2022-12-31 $118k 911 129.16
2022-09-30 $90k 629 143.08
2022-06-30 $84k 614 136.81
2022-03-31 $108k 583 185.25
2021-12-31 $93k 455 204.40
2021-09-30 $82k 455 180.22
2021-06-30 $84k 471 178.34
2021-03-31 $49k 289 169.55
2020-12-31 $36k 222 162.16
2020-09-30 $170k 1.2k 147.19
2020-06-30 $171k 1.3k 127.61
2020-03-31 $131k 1.3k 97.76
2019-12-31 $168k 1.3k 125.37
2019-09-30 $162k 1.3k 120.90
2019-06-30 $160k 1.3k 119.40
2019-03-31 $153k 1.3k 114.18
2018-12-31 $55k 556 98.92
2018-09-30 $57k 488 116.80
2018-06-30 $53k 488 108.61
2018-03-31 $67k 658 101.82
2017-12-31 $43k 433 99.31
2017-09-30 $39k 433 90.07
2017-06-30 $57k 633 90.05
2017-03-31 $67k 761 88.04
2016-12-31 $62k 761 81.47
2016-09-30 $29k 361 80.33
2016-06-30 $28k 361 77.56
2016-03-31 $78k 981 79.51
2015-12-31 $81k 1.0k 78.41
2015-09-30 $46k 615 74.80
2015-06-30 $47k 613 76.67
2015-03-31 $46k 613 75.04
2014-12-31 $47k 651 72.20
2014-09-30 $41k 613 66.88
2014-06-30 $41k 613 66.88
2014-03-31 $40k 613 65.25

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Large-cap Etf Etf (VV)
Ishares National Muni Bond Etf Etf (MUB)
Apple Stock (AAPL)
Vanguard Small Cap Value Etf Etf (VBR)
Spdr S&p 500 Etf Trust Etf (SPY)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Pepsico Stock (PEP)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Chase & Co Stock (JPM)
Amazon Stock (AMZN)

View all positions for Plante Moran Financial 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