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Technology SPDR shares owned by Dynamic Wealth Strategies

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

Historical chart of Dynamic Wealth Strategies investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $24k 116 206.90

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for Dynamic Wealth Strategies

Top funds holding Technology SPDR

Bank of America Corporation
Wells Fargo & Company
Morgan Stanley
LPL Financial
UBS Group
Churchill Management Corp.
Envestnet Asset Management
Goldman Sachs Group
Susquehanna International
Ameriprise Financial
Raymond James & Associates
Royal Bank of Canada
Janney Montgomery Scott
Branch Banking & Trust Company
BlackRock

View all funds holding Technology SPDR