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Consumer Discretionary SPDR shares owned by WorthPointe

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

Historical chart of WorthPointe investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by WorthPointe

Quarter filed Position value Share count Share price at filing
2025-12-31 $951k 8.0k 119.41
2023-06-30 $724k 4.3k 169.81

More positions owned by WorthPointe

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPTS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Short Duration F (DFSD)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for WorthPointe

Top funds holding Consumer Discretionary SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
Barclays
UBS Group
Goldman Sachs Group
Millennium Management
LPL Financial
Envestnet Asset Management
Green Harvest Asset Management
Colony
Raymond James Financial
Jane Street
Migdal Insurance & Financial Holdings
Harel Insurance Investments & Financial Services

View all funds holding Consumer Discretionary SPDR