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Technology SPDR shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 66k 281.86
2025-06-30 $3.6M 14k 253.23
2025-03-31 $2.8M 14k 206.48
2024-12-31 $2.2M 9.6k 232.52

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Health Care Select Sector Spdr Sbi Healthcare (XLV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Technology Select Sector Spdr Technology (XLK)
Apple (AAPL)

View all positions for Wellspring Financial Advisors

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