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Technology SPDR shares owned by Theory Financial

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

Historical chart of Theory Financial investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by Theory Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.0M 35k 226.23
2024-03-31 $296k 1.4k 208.27

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Select Sector Spdr Tr Communication (XLC)
Vanguard World Financials Etf (VFH)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Ishares Semicdtr (SOXX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Theory Financial

Top funds holding Technology SPDR

Bank of America Corporation
Wells Fargo & Company
Morgan Stanley
Susquehanna International
LPL Financial
Envestnet Asset Management
Citadel Advisors
Goldman Sachs Group
Churchill Management Corp.
Raymond James & Associates
Royal Bank of Canada
Branch Banking & Trust Company
Janney Montgomery Scott
Charles Schwab Investment Management
WestEnd Advisors

View all funds holding Technology SPDR