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Technology SPDR shares owned by OLIO Financial Planning

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

Historical chart of OLIO Financial Planning investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by OLIO Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $250k 1.3k 193.07
2023-12-31 $250k 1.3k 193.07
2023-09-30 $212k 1.3k 163.93
2023-06-30 $225k 1.3k 173.86

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Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Equity Etf (DFUS)
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for OLIO Financial Planning

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
One River Asset Management

View all funds holding Technology SPDR