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Technology SPDR shares owned by Coordinated Financial Services

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

Historical chart of Coordinated Financial Services investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $437k 1.6k 281.87
2025-06-30 $422k 1.7k 253.23
2024-12-31 $396k 1.7k 232.51

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Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Coordinated Financial Services

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