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Technology SPDR shares owned by Shepherd Financial Partners

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

Historical chart of Shepherd Financial Partners investment in Technology SPDR

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

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Quarterly reported holdings in Technology SPDR by Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 43k 281.86
2025-06-30 $11M 43k 253.23
2025-03-31 $8.8M 42k 206.48
2024-12-31 $9.7M 42k 232.52
2024-09-30 $9.3M 41k 225.76
2024-06-30 $9.1M 40k 226.23
2024-03-31 $8.4M 40k 208.26
2023-12-31 $7.5M 39k 192.48
2023-09-30 $6.9M 42k 163.93
2023-06-30 $7.2M 41k 173.86
2023-03-31 $6.3M 41k 151.00
2022-12-31 $5.3M 42k 124.43
2022-09-30 $5.2M 43k 118.77
2022-06-30 $5.5M 43k 127.11
2022-03-31 $6.8M 43k 158.90
2021-12-31 $7.6M 44k 173.78
2021-09-30 $6.6M 44k 149.29
2021-06-30 $6.5M 44k 147.66
2021-03-31 $6.0M 45k 132.81
2020-12-31 $6.6M 51k 130.02
2020-09-30 $5.6M 53k 104.48
2020-06-30 $5.6M 53k 104.48
2020-03-31 $4.3M 54k 80.35
2019-12-31 $9.0M 99k 91.62
2019-09-30 $8.2M 101k 80.50
2019-06-30 $8.4M 108k 78.04
2019-03-31 $15M 205k 74.00
2018-12-31 $13M 214k 61.79
2018-09-30 $15M 221k 69.52
2018-06-30 $16M 221k 70.02
2018-03-31 $15M 225k 65.50
2017-12-31 $15M 231k 64.01
2017-09-30 $15M 249k 60.12
2017-06-30 $14M 250k 55.32
2017-03-31 $14M 255k 52.99
2016-12-31 $12M 248k 48.79

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)

View all positions for Shepherd Financial Partners

Top funds holding Technology SPDR

Morgan Stanley
Wells Fargo & Company
LPL Financial
Colony
UBS Group
Envestnet Asset Management
Ameriprise Financial
Jane Street
Churchill Management Corp.
Susquehanna International
Goldman Sachs Group
Citadel Advisors
Jpmorgan Chase & Co
Raymond James Financial
Royal Bank of Canada

View all funds holding Technology SPDR