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Consumer Discretionary SPDR shares owned by Principia Wealth Advisory

Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Principia Wealth Advisory from 13F filings

Historical chart of Principia Wealth Advisory investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.7k 17 217.35
2025-03-31 $2.7k 14 195.57

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Ishares Gold Trust Etf (IAU)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

Top funds holding Consumer Discretionary SPDR

Jpmorgan Chase & Co
UBS Group
Susquehanna International
Millennium Management
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