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Technology SPDR shares owned by Vestia Personal Wealth Advisors

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

Historical chart of Vestia Personal Wealth Advisors investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by Vestia Personal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $302k 1.3k 232.52
2024-09-30 $294k 1.3k 225.76
2024-06-30 $294k 1.3k 226.23

More positions owned by Vestia Personal Wealth Advisors

Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Value Etf Etf (DFIV)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional National Municipal Bond Etf Etf (DFNM)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Vanguard S&p 500 Etf Etf (VOO)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Apple Stock (AAPL)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)

View all positions for Vestia Personal Wealth Advisors

Top funds holding Technology SPDR

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

View all funds holding Technology SPDR