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Technology SPDR shares owned by Summit Financial Strategies

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

Historical chart of Summit Financial Strategies investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 1.4k 143.97
2021-12-31 $209k 1.2k 173.88

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Large Cap Val (DFLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core S&p Mcp Etf (IJH)
Packaging Corporation of America (PKG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

Top funds holding Technology SPDR

Wells Fargo & Company
LPL Financial
Colony
Envestnet Asset Management
Jane Street
Ameriprise Financial
UBS Group
Susquehanna International
Goldman Sachs Group
Raymond James Financial
Main Management ETF Advisors
Migdal Insurance & Financial Holdings
Branch Banking & Trust Company
Janney Montgomery Scott
Citadel Advisors

View all funds holding Technology SPDR