Shared Vision Wealth Group »

Technology SPDR shares owned by Shared Vision Wealth Group

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Shared Vision Wealth Group from 13F filings

Historical chart of Shared Vision Wealth Group investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology SPDR held by Shared Vision Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Technology SPDR by Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $323k 1.4k 225.73
2024-06-30 $324k 1.4k 226.20
2024-03-31 $298k 1.4k 208.24
2023-12-31 $276k 1.4k 192.45

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Shared Vision Wealth Group

Top funds holding Technology SPDR

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

View all funds holding Technology SPDR