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Technology SPDR shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology SPDR held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Technology SPDR by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $175M 776k 225.76
2024-06-30 $359M 1.6M 226.23
2024-03-31 $343M 1.6M 208.27
2023-12-31 $303M 1.6M 192.48
2023-09-30 $254M 1.5M 163.93
2023-06-30 $269M 1.5M 173.86
2023-03-31 $228M 1.5M 151.01
2022-12-31 $179M 1.4M 124.44
2022-09-30 $158M 1.3M 118.78
2022-06-30 $155M 1.2M 127.12
2022-03-31 $165M 1.0M 158.93
2021-12-31 $183M 1.1M 173.87
2021-09-30 $151M 1.0M 149.32
2021-06-30 $147M 992k 147.66
2021-03-31 $124M 934k 132.81
2020-12-31 $179M 1.4M 130.02
2020-09-30 $137M 1.2M 117.93
2020-06-30 $75M 713k 104.66
2020-03-31 $3.4M 45k 76.54
2019-12-31 $4.7M 51k 93.38
2019-09-30 $3.5M 43k 80.54
2019-06-30 $3.6M 46k 78.04
2019-03-31 $3.2M 43k 73.99
2018-12-31 $2.0M 33k 61.99
2018-09-30 $1.7M 22k 75.31
2018-06-30 $1.5M 22k 69.49
2018-03-31 $1.6M 25k 63.85
2017-12-31 $1.6M 25k 63.95
2017-09-30 $1.3M 21k 59.12
2017-06-30 $444k 8.1k 54.71
2017-03-31 $443k 8.3k 53.28
2016-12-31 $197k 4.1k 48.46
2016-06-30 $15k 345 43.48
2016-03-31 $258k 5.8k 44.41
2015-12-31 $249k 5.8k 42.86
2013-12-31 $13k 365 35.62
2013-06-30 $11k 365 30.14

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Technology SPDR

Bank of America Corporation
Wells Fargo & Company
LPL Financial
Susquehanna International
UBS Group
Ameriprise Financial
Envestnet Asset Management
Goldman Sachs Group
Churchill Management Corp.
Citadel Advisors
Twin Tree Management
Raymond James & Associates
Royal Bank of Canada
Barclays
Branch Banking & Trust Company

View all funds holding Technology SPDR