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Technology SPDR shares owned by Ballast Financial Advisors

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

Historical chart of Ballast Financial Advisors investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by Ballast Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $254k 1.3k 190.53

More positions owned by Ballast Financial Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Fundamental Intl (FNDF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Ballast Financial Advisors

Top funds holding Technology SPDR

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

View all funds holding Technology SPDR