Sterling Group Wealth Management »

Technology SPDR shares owned by Sterling Group Wealth Management

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

Historical chart of Sterling Group Wealth Management investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology SPDR held by Sterling Group 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 Sterling Group Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $318k 1.1k 281.86
2025-06-30 $286k 1.1k 253.23
2025-03-31 $233k 1.1k 206.48
2024-12-31 $262k 1.1k 232.52
2024-09-30 $255k 1.1k 225.76
2024-06-30 $255k 1.1k 226.23
2023-12-31 $217k 1.1k 192.48

More positions owned by Sterling Group Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
RBB Us Trsry 6 Mnth (XBIL)
Lpl Financial Holdings (LPLA)

View all positions for Sterling Group Wealth Management

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