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Technology SPDR shares owned by Juncture Wealth Strategies

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

Historical chart of Juncture Wealth Strategies investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-12-31 $767k 3.3k 232.52
2024-09-30 $703k 3.1k 225.76
2024-06-30 $484k 2.1k 226.23
2024-03-31 $385k 1.8k 208.27
2022-12-31 $261k 2.1k 124.44
2022-09-30 $264k 2.2k 118.92
2022-06-30 $348k 2.7k 127.15
2022-03-31 $397k 2.5k 158.80
2021-12-31 $993k 5.7k 173.94
2021-09-30 $758k 5.1k 149.36
2021-06-30 $533k 3.5k 153.20
2021-03-31 $613k 4.7k 130.70
2020-12-31 $772k 5.9k 130.01
2020-09-30 $880k 7.5k 116.74
2020-06-30 $1.1M 10k 104.50
2020-03-31 $1.0M 13k 80.37
2019-12-31 $1.3M 14k 91.70
2019-09-30 $1.2M 15k 80.52
2019-06-30 $1.8M 23k 78.04
2019-03-31 $2.9M 39k 74.01
2018-12-31 $4.0M 64k 61.98
2018-09-30 $8.8M 117k 75.33
2018-06-30 $9.7M 140k 69.47
2018-03-31 $9.2M 140k 65.42
2017-12-31 $9.4M 146k 63.95
2017-09-30 $9.4M 158k 59.10
2017-06-30 $8.9M 163k 54.72
2017-03-31 $8.2M 155k 53.31
2016-12-31 $6.5M 134k 48.36
2016-09-30 $5.1M 107k 47.78
2016-06-30 $4.4M 101k 43.37
2016-03-31 $3.7M 83k 44.36
2015-12-31 $4.3M 99k 42.83
2015-09-30 $3.9M 99k 39.50
2015-06-30 $4.0M 96k 41.40
2015-03-31 $4.2M 101k 41.44
2014-12-31 $8.3M 201k 41.36

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Global X Fds S&p 500 Covered (XYLD)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Global X Fds Global X Uranium (URA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Juncture Wealth Strategies

Top funds holding Technology SPDR

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

View all funds holding Technology SPDR