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Consumer Discretionary SPDR shares owned by Shared Vision Wealth Group

Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Shared Vision Wealth Group from 13F filings

Historical chart of Shared Vision Wealth Group investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 1.6k 122.32

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)

View all positions for Shared Vision Wealth Group

Top funds holding Consumer Discretionary SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
Barclays
UBS Group
Goldman Sachs Group
Millennium Management
LPL Financial
Envestnet Asset Management
Green Harvest Asset Management
Colony
Raymond James Financial
Jane Street
Migdal Insurance & Financial Holdings
Harel Insurance Investments & Financial Services

View all funds holding Consumer Discretionary SPDR