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Consumer Discretionary SPDR shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $115k 628 182.40
2024-03-31 $116k 628 183.89
2023-09-30 $107k 667 160.98
2023-06-30 $113k 667 169.81
2023-03-31 $19k 130 149.54

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Consumer Discretionary SPDR

Bank of America Corporation
Barclays
Jpmorgan Chase & Co
Morgan Stanley
Millennium Management
Citadel Advisors
Wells Fargo & Company
UBS Group
Balyasny Asset Management
Envestnet Asset Management
Susquehanna International
Ameriprise Financial
Goldman Sachs Group
Raymond James & Associates
Walleye Trading Advisors

View all funds holding Consumer Discretionary SPDR