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Technology SPDR shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 15k 225.76
2024-03-31 $2.5M 12k 205.54

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Technology SPDR

Bank of America Corporation
Wells Fargo & Company
Morgan Stanley
Susquehanna International
LPL Financial
Envestnet Asset Management
Citadel Advisors
Goldman Sachs Group
Churchill Management Corp.
Raymond James & Associates
Royal Bank of Canada
Branch Banking & Trust Company
Janney Montgomery Scott
WestEnd Advisors
Charles Schwab Investment Management

View all funds holding Technology SPDR