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Consumer Discretionary SPDR shares owned by Three Bridge Wealth Advisors

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

Historical chart of Three Bridge Wealth Advisors investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by Three Bridge Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $244k 1.0k 239.64
2025-06-30 $222k 1.0k 217.33
2025-03-31 $201k 1.0k 197.46
2024-12-31 $230k 1.0k 224.35
2024-09-30 $206k 1.0k 200.37

More positions owned by Three Bridge Wealth Advisors

Ishares Tr Msci Acwi Etf (ACWI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Coinbase Global Com Cl A (COIN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Roblox Corp Cl A (RBLX)
Spdr Gold Tr Gold Shs (GLD)
Ishares Gold Tr Ishares New (IAU)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Three Bridge Wealth Advisors

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