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Consumer Discretionary SPDR shares owned by Total Wealth Planning & Management

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

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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $402k 1.8k 217.33
2024-12-31 $301k 1.3k 224.35

More positions owned by Total Wealth Planning & Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Abbvie (ABBV)
Unum (UNM)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Cheniere Energy Com New (LNG)
Home Depot (HD)
Exxon Mobil Corporation (XOM)
Meta Platforms Cl A (META)
Verizon Communications Put Option (VZ)
Alphabet Cap Stk Cl A (GOOGL)
Merck & Co (MRK)

View all positions for Total Wealth Planning & Management

Top funds holding Consumer Discretionary SPDR

Jpmorgan Chase & Co
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
Wolverine Trading

View all funds holding Consumer Discretionary SPDR