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Technology SPDR shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning Group investment in Technology SPDR

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

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Quarterly reported holdings in Technology SPDR by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $20k 149 132.48

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Technology SPDR

Bank of America Corporation
Wells Fargo & Company
Morgan Stanley
LPL Financial
Jane Street
Colony
UBS Group
Envestnet Asset Management
Ameriprise Financial
Susquehanna International
Goldman Sachs Group
Raymond James Financial
Royal Bank of Canada
Main Management ETF Advisors
Janney Montgomery Scott

View all funds holding Technology SPDR