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Technology SPDR shares owned by Legacy Financial Strategies

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

Historical chart of Legacy Financial Strategies investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by Legacy Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $247k 1.1k 225.76
2024-06-30 $254k 1.1k 232.17
2024-03-31 $228k 1.1k 208.27
2018-06-30 $458k 6.6k 69.41
2018-03-31 $458k 7.0k 65.39
2017-12-31 $686k 11k 63.97

More positions owned by Legacy Financial Strategies

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Expnd Tec Sc Etf (IGM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Cintas Corporation (CTAS)
Brown & Brown (BRO)

View all positions for Legacy Financial 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