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Consumer Discretionary SPDR shares owned by Cassady Schiller Wealth Management

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

Historical chart of Cassady Schiller Wealth Management investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by Cassady Schiller 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 Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.8k 37 183.89
2023-06-30 $17k 100 169.81
2023-03-31 $15k 100 149.54
2022-12-31 $13k 100 129.16

More positions owned by Cassady Schiller Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Procter & Gamble Company (PG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Cintas Corporation (CTAS)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Us Bancorp Del Com New (USB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Cassady Schiller Wealth Management

Top funds holding Consumer Discretionary SPDR

Bank of America Corporation
Susquehanna International
Jpmorgan Chase & Co
Citadel Advisors
Morgan Stanley
Millennium Management
Wells Fargo & Company
UBS Group
Envestnet Asset Management
Balyasny Asset Management
Ameriprise Financial
Citigroup
Raymond James & Associates
Green Harvest Asset Management
Churchill Management Corp.

View all funds holding Consumer Discretionary SPDR