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Consumer Discretionary SPDR shares owned by Wealth Architects

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

Historical chart of Wealth Architects investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Consumer Discretionary SPDR by Wealth Architects

Quarter filed Position value Share count Share price at filing
2024-03-31 $221k 1.2k 183.89
2023-12-31 $215k 1.2k 178.81
2023-09-30 $200k 1.2k 160.98
2022-03-31 $211k 1.1k 184.93
2021-12-31 $238k 1.2k 204.47
2021-09-30 $208k 1.2k 179.62

More positions owned by Wealth Architects

Ishares Tr Core S&p500 Etf (IVV)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Index Shs Fds S&p Gblinf Etf (GII)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Wealth Architects

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