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Technology SPDR shares owned by HCR Wealth Advisors

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

Historical chart of HCR Wealth Advisors investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $935k 4.9k 192.48
2020-12-31 $57k 435 131.03
2020-09-30 $32k 275 116.36
2020-06-30 $19k 185 102.70
2020-03-31 $15k 185 81.08
2019-12-31 $17k 185 91.89

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Vanguard Growth Index Fund ETF Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Microsoft Common Stock (MSFT)
Ametek Common Stock (AME)
iShares Core S&P 500 ETF Etf (IVV)
First Trust Preferred Securities and Income ETF Etf (FPE)
Alphabet Common Stock (GOOGL)
Palo Alto Networks Common Stock (PANW)
Nvidia Corp Common Stock (NVDA)
Visa Common Stock (V)
Amazon.Com Common Stock (AMZN)
Costco Wholesale Common Stock (COST)
Meta Platforms Common Stock (META)

View all positions for HCR 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
Granite Bay Wealth Management

View all funds holding Technology SPDR