United Advisor Group »

Consumer Discretionary SPDR shares owned by United Advisor Group

Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by United Advisor Group from 13F filings

Historical chart of United Advisor Group investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by United Advisor Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Consumer Discretionary SPDR by United Advisor Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $367k 1.8k 200.37

More positions owned by United Advisor Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Wisdomtree Us Quality Dividend Growth Fund Us Qtly Div Grt (DGRW)
Microsoft Corporation (MSFT)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
United Parcel Service Inc Cl B CL B (UPS)
First Trust Rising Dividend Achievers Etf Risng Divd Achiv (RDVY)
T Rowe Price Dividend Growth Etf Price Div Grwt (TDVG)
Wisdomtree Us Largecap Dividend Fund Us Largecap Divd (DLN)
Strive 500 Etf Strive 500 Etf (STRV)
Wisdomtree Us Midcap Dividend Fund Us Midcap Divid (DON)
Exxon Mobil Corporation (XOM)
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)

View all positions for United Advisor Group

Top funds holding Consumer Discretionary SPDR

Bank of America Corporation
Susquehanna International
Citadel Advisors
Jpmorgan Chase & Co
Morgan Stanley
Wells Fargo & Company
Balyasny Asset Management
Envestnet Asset Management
Goldman Sachs Group
Raymond James & Associates
Green Harvest Asset Management
Jane Street
Bnp Paribas Arbitrage, Snc
Janney Montgomery Scott
CIBC World Markets

View all funds holding Consumer Discretionary SPDR