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Technology SPDR shares owned by MBE Wealth Management

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

Historical chart of MBE Wealth Management investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by MBE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $241k 1.2k 208.27
2023-12-31 $223k 1.2k 192.48
2023-06-30 $201k 1.2k 173.86
2021-12-31 $201k 1.2k 173.88
2020-03-31 $97k 1.2k 80.23

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Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Div Grwth (DGRO)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Etf Ser Solutions Aptus Large Cap (DUBS)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Etf Ser Solutions Aptus Defined (DRSK)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for MBE Wealth Management

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