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Technology SPDR shares owned by Oak Barrel Wealth Advisory

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Oak Barrel Wealth Advisory from 13F filings

Historical chart of Oak Barrel Wealth Advisory investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology SPDR held by Oak Barrel Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Technology SPDR by Oak Barrel Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $230k 1.2k 190.58

More positions owned by Oak Barrel Wealth Advisory

Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)
Blackrock Etf Trust Isha I In Te Etf (BAI)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr U.s. Tech Etf (IYW)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Etf (USMV)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for Oak Barrel Wealth Advisory

Top funds holding Technology SPDR

Wells Fargo & Company
Bank of America Corporation
Jane Street
Morgan Stanley
LPL Financial
Colony
UBS Group
Envestnet Asset Management
Ameriprise Financial
Susquehanna International
Jpmorgan Chase & Co
Goldman Sachs Group
Raymond James Financial
Royal Bank of Canada
Main Management ETF Advisors

View all funds holding Technology SPDR