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Consumer Discretionary SPDR shares owned by SilverOak Wealth Management

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

Historical chart of SilverOak Wealth Management investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by SilverOak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $213k 887 239.64
2025-06-30 $241k 1.1k 217.33
2024-12-31 $203k 904 224.35
2024-06-30 $214k 1.2k 182.40
2024-03-31 $216k 1.2k 183.89
2023-12-31 $210k 1.2k 178.81

More positions owned by SilverOak Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 2000 Etf (IWM)
3M Company (MMM)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for SilverOak Wealth Management

Top funds holding Consumer Discretionary SPDR

Jpmorgan Chase & Co
Morgan Stanley
Susquehanna International
Millennium Management
UBS Group
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