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Technology SPDR shares owned by LWM Advisory Services

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by LWM Advisory Services from 13F filings

Historical chart of LWM Advisory Services investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology SPDR held by LWM Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Technology SPDR by LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $400k 2.1k 192.49
2023-09-30 $153k 936 163.94
2022-03-31 $408k 2.6k 158.75

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View all positions for LWM Advisory Services

Top funds holding Technology SPDR

Bank of America Corporation
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Churchill Management Corp.
Millennium Management
Citadel Advisors
Royal Bank of Canada
Raymond James & Associates
Janney Montgomery Scott
Branch Banking & Trust Company
Charles Schwab Investment Management
Balyasny Asset Management
WestEnd Advisors
Granite Bay Wealth Management

View all funds holding Technology SPDR