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Technology SPDR shares owned by BWM Planning

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by BWM Planning from 13F filings

Historical chart of BWM Planning investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology SPDR held by BWM Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Technology SPDR by BWM Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $305k 1.1k 281.92
2025-06-30 $274k 1.1k 253.29
2025-03-31 $223k 1.1k 206.49
2024-12-31 $251k 1.1k 232.47
2024-09-30 $244k 1.1k 225.66

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Vanguard Index Fds Total Stk Mkt (VTI)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis All Int (AVNM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ea Series Trust Us Quan Value (QVAL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ea Series Trust Us Quan Momentum (QMOM)
Ishares Tr Core S&p500 Etf (IVV)
Proshares Tr Sp500 Ex Enrgy (SPXE)
Ea Series Trust Alpha Architect (HIDE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for BWM Planning

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