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Consumer Discretionary SPDR shares owned by Spartan Planning & Wealth Management

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

Historical chart of Spartan Planning & Wealth Management investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by Spartan Planning & 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 Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $405k 1.8k 224.35
2023-12-31 $96k 537 178.81
2023-09-30 $39k 243 160.98

More positions owned by Spartan Planning & Wealth Management

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Etf Ser Solutions Clearshs Ultra (OPER)
Listed Fd Tr Swan Hedged Eqty (HEGD)
Tidal Tr Ii Blueprint Chesap (TFPN)
Ishares Tr Cre U S Reit Etf (USRT)
Amazon (AMZN)
Ishares Tr Short Treas Bd (SHV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Treas Bd Etf (GOVT)
Meta Platforms Cl A (META)

View all positions for Spartan Planning & Wealth Management

Top funds holding Consumer Discretionary SPDR

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

View all funds holding Consumer Discretionary SPDR