Spartan Planning & Wealth Management »

Technology SPDR shares owned by Spartan Planning & Wealth Management

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

Historical chart of Spartan Planning & Wealth Management investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology SPDR held by Spartan Planning & Wealth Management 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 Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $217k 1.1k 192.48
2023-09-30 $104k 633 163.93

More positions owned by Spartan Planning & Wealth Management

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Cre U S Reit Etf (USRT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Tidal Tr Ii Blueprint Chesap (TFPN)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Bloomberg Intl T (BWX)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Spartan Planning & Wealth Management

Top funds holding Technology SPDR

Bank of America Corporation
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Churchill Management Corp.
Millennium Management
Citadel Advisors
Royal Bank of Canada
Raymond James & Associates
Janney Montgomery Scott
Branch Banking & Trust Company
Charles Schwab Investment Management
Balyasny Asset Management
WestEnd Advisors
One River Asset Management

View all funds holding Technology SPDR