Welch Financial Planning »

Technology SPDR shares owned by Welch Financial Planning

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

Historical chart of Welch Financial Planning investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Technology SPDR by Welch Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $12M 86k 143.97

More positions owned by Welch Financial Planning

Boeing Company (BA)
J P Morgan Exchange Traded F Active Growth (JGRO)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Core Divid Etf (DIVB)
Managed Portfolio Series Leuthold Select (LST)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Wisdomtree Tr Emgring Mkts (EMMF)
Innovator Etfs Trust Equity Dual Dirc (DDFS)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Growth Accelerat (XDQQ)

View all positions for Welch Financial Planning

Top funds holding Technology SPDR

Wells Fargo & Company
LPL Financial
Colony
Envestnet Asset Management
Jane Street
Ameriprise Financial
UBS Group
Susquehanna International
Goldman Sachs Group
Raymond James Financial
Main Management ETF Advisors
Migdal Insurance & Financial Holdings
Branch Banking & Trust Company
Janney Montgomery Scott
Citadel Advisors

View all funds holding Technology SPDR