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Technology SPDR shares owned by FSM Wealth Advisors

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

Historical chart of FSM Wealth Advisors investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $300k 1.8k 163.96
2023-06-30 $315k 1.8k 172.07
2023-03-31 $276k 1.8k 151.04

More positions owned by FSM Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for FSM Wealth Advisors

Top funds holding Technology SPDR

Bank of America Corporation
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Churchill Management Corp.
Millennium Management
Citadel Advisors
Royal Bank of Canada
Raymond James & Associates
Janney Montgomery Scott
Branch Banking & Trust Company
Charles Schwab Investment Management
Balyasny Asset Management
WestEnd Advisors
One River Asset Management

View all funds holding Technology SPDR