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Consumer Discretionary SPDR shares owned by WMS Partners

Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by WMS Partners from 13F filings

Historical chart of WMS Partners investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by WMS Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Consumer Discretionary SPDR by WMS Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $454k 2.3k 200.41
2021-12-31 $203k 991 204.84
2019-06-30 $306k 2.6k 119.39

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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
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American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Specialized Funds Div App Etf (VIG)
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Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for WMS Partners

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