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Technology SPDR shares owned by Plante Moran Financial Advisors

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

Historical chart of Plante Moran Financial Advisors investment in Technology SPDR

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

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Quarterly reported holdings in Technology SPDR by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 4.5k 225.74
2024-06-30 $1.0M 4.5k 226.21
2024-03-31 $1.1M 5.3k 208.25
2023-12-31 $583k 3.0k 192.48
2023-09-30 $519k 3.2k 163.93
2023-06-30 $153k 879 173.86
2023-03-31 $133k 880 151.01
2022-12-31 $132k 1.1k 124.44
2022-09-30 $154k 1.3k 118.64
2022-06-30 $123k 966 127.33
2022-03-31 $154k 966 159.42
2021-12-31 $177k 1.0k 173.87
2021-09-30 $192k 1.3k 149.53
2021-06-30 $190k 1.3k 147.98
2021-03-31 $137k 1.0k 132.62
2020-12-31 $23k 180 127.78
2020-09-30 $114k 980 116.33
2020-06-30 $102k 980 104.08
2020-03-31 $184k 2.3k 80.35
2019-12-31 $227k 2.5k 91.57
2019-09-30 $200k 2.5k 80.68
2019-06-30 $193k 2.5k 77.85
2019-03-31 $183k 2.5k 73.82
2018-12-31 $142k 2.3k 61.77
2018-09-30 $360k 4.8k 75.27
2018-06-30 $332k 4.8k 69.41
2018-03-31 $327k 5.0k 65.36
2017-12-31 $336k 5.3k 63.89
2017-09-30 $311k 5.3k 59.14
2017-06-30 $305k 5.6k 54.76
2017-03-31 $181k 3.4k 53.25
2016-12-31 $173k 3.6k 48.46
2016-09-30 $108k 2.3k 47.79
2016-06-30 $35k 800 43.75
2016-03-31 $35k 800 43.75
2015-12-31 $34k 800 42.50
2015-09-30 $32k 800 40.00
2014-12-31 $3.0k 66 45.45

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Large-cap Etf Etf (VV)
Ishares National Muni Bond Etf Etf (MUB)
Apple Stock (AAPL)
Vanguard Small Cap Value Etf Etf (VBR)
Spdr S&p 500 Etf Trust Etf (SPY)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Pepsico Stock (PEP)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Chase & Co Stock (JPM)
Amazon Stock (AMZN)

View all positions for Plante Moran Financial Advisors

Top funds holding Technology SPDR

Bank of America Corporation
Wells Fargo & Company
Morgan Stanley
LPL Financial
Susquehanna International
Envestnet Asset Management
Goldman Sachs Group
Citadel Advisors
Churchill Management Corp.
Raymond James & Associates
Royal Bank of Canada
Branch Banking & Trust Company
Barclays
Janney Montgomery Scott
WestEnd Advisors

View all funds holding Technology SPDR