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Technology SPDR shares owned by Acumen Wealth Advisors

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

Historical chart of Acumen Wealth Advisors investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by Acumen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $186k 1.4k 132.90

More positions owned by Acumen Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Meta Platforms Cl A (META)
Amazon (AMZN)
Johnson & Johnson (JNJ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Lam Research Corp Com New (LRCX)
Broadcom (AVGO)

View all positions for Acumen Wealth Advisors

Top funds holding Technology SPDR

Bank of America Corporation
Wells Fargo & Company
Morgan Stanley
LPL Financial
Jane Street
Colony
UBS Group
Envestnet Asset Management
Ameriprise Financial
Susquehanna International
Goldman Sachs Group
Raymond James Financial
Royal Bank of Canada
Main Management ETF Advisors
Janney Montgomery Scott

View all funds holding Technology SPDR