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Technology SPDR shares owned by VERITY Wealth Advisors

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

Historical chart of VERITY Wealth Advisors investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by VERITY Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $366k 1.6k 232.52
2024-09-30 $356k 1.6k 225.76
2024-06-30 $356k 1.6k 226.23
2024-03-31 $328k 1.6k 208.27

More positions owned by VERITY Wealth Advisors

Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse All-world Ex-us Etf (VEU)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Msci Acwi Ex Us Etf (ACWX)
Ishares Msci Usa Esg Select Etf Etf (SUSA)
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)
Vanguard Reit Index Etf Etf (VNQ)
Schwab International Equity Etf Etf (SCHF)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Exxon Mobil Corp Stock (XOM)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)

View all positions for VERITY Wealth Advisors

Top funds holding Technology SPDR

Bank of America Corporation
Wells Fargo & Company
Morgan Stanley
LPL Financial
UBS Group
Ameriprise Financial
Goldman Sachs Group
Envestnet Asset Management
Citadel Advisors
Susquehanna International
Churchill Management Corp.
Twin Tree Management
Raymond James Financial
Raymond James & Associates
Royal Bank of Canada

View all funds holding Technology SPDR