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Technology SPDR shares owned by Sightline Wealth Advisors

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Sightline Wealth Advisors from 13F filings

Historical chart of Sightline Wealth Advisors investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology SPDR held by Sightline Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Technology SPDR by Sightline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $201k 963 208.27

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Msci Total (IXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Tanger Factory Outlet Centers (SKT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Sightline Wealth Advisors

Top funds holding Technology SPDR

Bank of America Corporation
Wells Fargo & Company
Morgan Stanley
LPL Financial
UBS Group
Churchill Management Corp.
Envestnet Asset Management
Goldman Sachs Group
Susquehanna International
Ameriprise Financial
Raymond James & Associates
Royal Bank of Canada
Janney Montgomery Scott
Branch Banking & Trust Company
BlackRock

View all funds holding Technology SPDR