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Technology SPDR shares owned by PDS Planning

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

Historical chart of PDS Planning investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $273k 1.2k 232.50
2024-09-30 $265k 1.2k 225.69
2024-03-31 $239k 1.1k 208.27
2023-12-31 $221k 1.1k 192.45
2021-12-31 $291k 1.7k 173.94

More positions owned by PDS Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Abbvie (ABBV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for PDS Planning

Top funds holding Technology SPDR

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

View all funds holding Technology SPDR