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Technology SPDR shares owned by Summit Financial Wealth Advisors

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

Historical chart of Summit Financial Wealth Advisors investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $674k 3.5k 192.48
2023-09-30 $612k 3.5k 174.78
2023-06-30 $661k 3.8k 173.86
2023-03-31 $574k 3.8k 151.01
2022-12-31 $476k 3.8k 124.44
2022-09-30 $488k 3.9k 124.27
2022-06-30 $535k 3.9k 136.24
2022-03-31 $620k 3.9k 158.97
2021-12-31 $682k 3.9k 173.67
2021-09-30 $609k 4.1k 149.26
2021-06-30 $602k 4.1k 147.55
2021-03-31 $534k 4.1k 130.02
2020-12-31 $476k 4.1k 116.67
2020-09-30 $468k 4.2k 111.24
2020-06-30 $798k 7.4k 107.74
2020-03-31 $754k 9.0k 83.68
2019-12-31 $854k 9.0k 95.14
2019-09-30 $620k 7.6k 81.53
2019-06-30 $593k 7.6k 77.98
2019-03-31 $577k 7.6k 75.87
2018-12-31 $458k 7.4k 61.98
2018-09-30 $430k 6.2k 69.58
2018-06-30 $309k 4.7k 65.33
2018-03-31 $309k 4.7k 65.33
2017-12-31 $317k 5.0k 64.04
2017-09-30 $352k 6.0k 59.16
2017-06-30 $353k 6.5k 54.71
2017-03-31 $344k 6.5k 53.32
2016-12-31 $353k 7.3k 48.34
2016-09-30 $421k 8.8k 47.83
2016-06-30 $851k 20k 43.38
2016-03-31 $1.2M 26k 44.37
2015-12-31 $1.0M 24k 42.83
2015-09-30 $715k 18k 39.49
2015-06-30 $605k 15k 41.35
2015-03-31 $660k 15k 42.76
2014-12-31 $632k 15k 41.35

More positions owned by Summit Financial Wealth Advisors

First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN)
Vanguard Index Fds Growth Etf (VUG)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Alps Etf Tr Alerian Mlp (AMLP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Valero Energy Corporation (VLO)
Garmin SHS (GRMN)
Genuine Parts Company (GPC)
Hancock Holding Company (HWC)
Eaton Corp SHS (ETN)
Raytheon Technologies Corp (RTX)

View all positions for Summit Financial Wealth Advisors

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
Granite Bay Wealth Management

View all funds holding Technology SPDR