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Technology SPDR shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology SPDR held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Technology SPDR by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $426k 1.5k 281.89
2025-06-30 $390k 1.5k 253.25
2025-03-31 $318k 1.5k 206.46
2024-12-31 $368k 1.6k 232.59
2024-09-30 $382k 1.7k 225.72
2024-06-30 $378k 1.7k 226.23

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Ishares U S Etf Tr Short Duration B (NEAR)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Simplify Exchange Traded Fun Managed Futures (CTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Optivise Advisory Services

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