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Technology SPDR shares owned by SHP Wealth Management

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

Historical chart of SHP Wealth Management investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $371k 1.9k 190.56
2026-03-31 $195k 1.5k 132.94
2025-12-31 $201k 1.4k 144.01

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Fidelity Covington Trust Enhanced Large (FELC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr High Yld Systm B (HYDB)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Covington Trust High Divid Etf (FDVV)

View all positions for SHP Wealth Management

Top funds holding Technology SPDR

Wells Fargo & Company
Bank of America Corporation
Jane Street
Morgan Stanley
LPL Financial
Colony
UBS Group
Envestnet Asset Management
Ameriprise Financial
Susquehanna International
Jpmorgan Chase & Co
Goldman Sachs Group
Raymond James Financial
Royal Bank of Canada
Main Management ETF Advisors

View all funds holding Technology SPDR