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Consumer Discretionary SPDR shares owned by Sequent Planning

Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Sequent Planning from 13F filings

Historical chart of Sequent Planning investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by Sequent Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Consumer Discretionary SPDR by Sequent Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $553k 3.0k 183.89

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Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
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Amazon (AMZN)
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First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Sp Smcp600vl Etf (IJS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Pepsi (PEP)

View all positions for Sequent Planning

Top funds holding Consumer Discretionary SPDR

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

View all funds holding Consumer Discretionary SPDR