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Technology SPDR shares owned by Beverly Hills Private Wealth

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Beverly Hills Private Wealth from 13F filings

Historical chart of Beverly Hills Private Wealth investment in Technology SPDR

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All positions including Technology SPDR held by Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Technology SPDR by Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $215k 764 281.76

More positions owned by Beverly Hills Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Charles Schwab Corporation (SCHW)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Philip Morris International (PM)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Broadcom (AVGO)
Verizon Communications (VZ)
Cbl & Assoc Pptys Common Stock (CBL)

View all positions for Beverly Hills Private Wealth

Top funds holding Technology SPDR

Morgan Stanley
Wells Fargo & Company
LPL Financial
Colony
UBS Group
Envestnet Asset Management
Ameriprise Financial
Jane Street
Churchill Management Corp.
Susquehanna International
Goldman Sachs Group
Citadel Advisors
Jpmorgan Chase & Co
Raymond James Financial
Royal Bank of Canada

View all funds holding Technology SPDR