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Technology SPDR shares owned by LongView Wealth Management

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

Historical chart of LongView Wealth Management investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $275k 974 281.84
2025-06-30 $212k 838 253.32
2024-12-31 $206k 887 232.45

More positions owned by LongView Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Morningstar Grwt (ILCG)
Apple (AAPL)
Home Depot (HD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Genuine Parts Company (GPC)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group Core Balanced SHS (CGBL)
Ishares Tr Ultra Short Dur (ICSH)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for LongView Wealth Management

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