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Technology SPDR shares owned by Forum Private Client Group

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Forum Private Client Group from 13F filings

Historical chart of Forum Private Client Group investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology SPDR held by Forum Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Technology SPDR by Forum Private Client Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 1.1k 190.61

More positions owned by Forum Private Client Group

Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Series Trust St Inter Bd Etf (SPIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Eli Lilly & Co. (LLY)

View all positions for Forum Private Client Group

Top funds holding Technology SPDR

Wells Fargo & Company
Bank of America Corporation
Jane Street
Morgan Stanley
LPL Financial
Colony
UBS Group
Envestnet Asset Management
Ameriprise Financial
Susquehanna International
Jpmorgan Chase & Co
Goldman Sachs Group
Raymond James Financial
Royal Bank of Canada
Main Management ETF Advisors

View all funds holding Technology SPDR