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Technology SPDR shares owned by Mountain Capital Investment Advisors

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Mountain Capital Investment Advisors from 13F filings

Historical chart of Mountain Capital Investment Advisors investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology SPDR held by Mountain Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Technology SPDR by Mountain Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $309k 1.1k 284.68
2025-06-30 $275k 1.1k 250.86
2025-03-31 $229k 1.1k 205.36
2024-12-31 $204k 871 234.24
2024-09-30 $210k 891 236.08
2024-06-30 $201k 859 234.17
2020-12-31 $249k 1.9k 130.16

More positions owned by Mountain Capital Investment Advisors

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Fundamental Intl (FNDF)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Vanguard Index Fds Small Cp Etf (VB)
The Alger Etf Trust 35 Etf (ATFV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Tesla Motors (TSLA)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Whitehall Fds Intl High Etf (VYMI)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)

View all positions for Mountain Capital Investment Advisors

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