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Technology SPDR shares owned by Evernest Financial Advisors

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

Historical chart of Evernest Financial Advisors investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $401k 1.7k 232.58
2024-09-30 $405k 1.8k 225.81
2024-06-30 $361k 1.6k 226.24
2024-03-31 $307k 1.6k 192.53
2023-12-31 $316k 1.6k 192.48

More positions owned by Evernest Financial Advisors

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
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Casey's General Stores (CASY)
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Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Fidelity Covington Trust Fundamental Smal (FFSM)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Capital Group International SHS (CGIE)

View all positions for Evernest Financial Advisors

Top funds holding Technology SPDR

Bank of America Corporation
Wells Fargo & Company
Morgan Stanley
LPL Financial
UBS Group
Ameriprise Financial
Goldman Sachs Group
Envestnet Asset Management
Citadel Advisors
Susquehanna International
Churchill Management Corp.
Twin Tree Management
Raymond James Financial
Raymond James & Associates
Royal Bank of Canada

View all funds holding Technology SPDR