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Technology SPDR shares owned by LMG Wealth Partners

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

Historical chart of LMG Wealth Partners investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by LMG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $227k 804 281.86
2025-06-30 $204k 804 253.23

More positions owned by LMG Wealth Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Chevron Corporation (CVX)
Raytheon Technologies Corp (RTX)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Tr S&p 500 Val Etf (IVE)
Cardinal Health (CAH)
Amazon (AMZN)

View all positions for LMG Wealth Partners

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