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Technology SPDR shares owned by Precedent Wealth Partners

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Precedent Wealth Partners from 13F filings

Historical chart of Precedent Wealth Partners investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology SPDR held by Precedent Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Technology SPDR by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $415k 1.8k 225.76
2024-06-30 $416k 1.8k 226.23
2024-03-31 $383k 1.8k 208.27
2023-12-31 $354k 1.8k 192.48

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Us High Dividend (DHS)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)

View all positions for Precedent Wealth Partners

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