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Consumer Discretionary SPDR shares owned by Whalen Wealth Management

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

Historical chart of Whalen Wealth Management investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by Whalen 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 Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $264k 1.3k 200.44
2024-06-30 $238k 1.3k 182.47
2024-03-31 $240k 1.3k 183.92

More positions owned by Whalen Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Apple (AAPL)
Select Sector Spdr Tr Sbi Materials (XLB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Msci Emrg Chn (EMXC)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Whalen Wealth Management

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