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Technology SPDR shares owned by Rockwood Wealth Management

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

Historical chart of Rockwood Wealth Management investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by Rockwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $354k 1.6k 225.82
2024-06-30 $255k 1.1k 226.23
2024-03-31 $238k 1.1k 208.27
2023-12-31 $220k 1.1k 192.48
2023-09-30 $211k 1.3k 163.93
2023-06-30 $207k 1.2k 173.86

More positions owned by Rockwood Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares U S Etf Tr Blackrock Short (MEAR)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Rockwood Wealth Management

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