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Technology SPDR shares owned by Dynasty Wealth Management

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

Historical chart of Dynasty Wealth Management investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 9.9k 143.97
2018-09-30 $3.2M 43k 75.33
2018-06-30 $3.0M 43k 69.48
2018-03-31 $2.1M 33k 65.42
2017-12-31 $1.7M 27k 63.96

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Tcw Etf Trust Transform System (PWRD)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares A I Inno (BAI)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr U.s. Finls Etf (IYF)

View all positions for Dynasty Wealth Management

Top funds holding Technology SPDR

Wells Fargo & Company
LPL Financial
Colony
Envestnet Asset Management
Jane Street
Ameriprise Financial
UBS Group
Susquehanna International
Goldman Sachs Group
Raymond James Financial
Main Management ETF Advisors
Migdal Insurance & Financial Holdings
Branch Banking & Trust Company
Janney Montgomery Scott
Citadel Advisors

View all funds holding Technology SPDR