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Technology SPDR shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology SPDR held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Technology SPDR by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $851k 3.0k 281.83
2025-06-30 $263k 1.0k 253.23
2024-06-30 $46k 201 226.23

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

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