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Consumer Discretionary SPDR shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.0M 27k 183.89
2023-12-31 $451k 2.5k 178.80
2022-09-30 $947k 6.6k 142.43
2022-06-30 $910k 6.6k 137.42
2022-03-31 $2.2M 12k 184.96
2021-12-31 $5.7M 28k 204.45

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Consumer Discretionary SPDR

Bank of America Corporation
Citadel Advisors
Jpmorgan Chase & Co
Barclays
Wells Fargo & Company
Millennium Management
UBS Group
Balyasny Asset Management
Raymond James & Associates
Churchill Management Corp.
Wolverine Trading
Janney Montgomery Scott
Goldman Sachs Group
Branch Banking & Trust Company
Migdal Insurance & Financial Holdings

View all funds holding Consumer Discretionary SPDR