Insight Wealth Strategies »

Technology SPDR shares owned by Insight Wealth Strategies

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

Historical chart of Insight Wealth Strategies investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Technology SPDR by Insight Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.3M 29k 281.86
2025-06-30 $7.3M 29k 250.97

More positions owned by Insight Wealth Strategies

Chevron Corporation (CVX)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr 10+ Yr Invst Grd (IGLB)
T Rowe Price Etf Floating Rate (TFLR)
Ishares Tr High Yld Systm B (HYDB)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Lam Research Corp Com New (LRCX)

View all positions for Insight Wealth Strategies

Top funds holding Technology SPDR

Morgan Stanley
Wells Fargo & Company
LPL Financial
Colony
UBS Group
Envestnet Asset Management
Ameriprise Financial
Jane Street
Churchill Management Corp.
Susquehanna International
Goldman Sachs Group
Citadel Advisors
Jpmorgan Chase & Co
Raymond James Financial
Royal Bank of Canada

View all funds holding Technology SPDR