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Technology SPDR shares owned by Westwood Wealth Management

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

Historical chart of Westwood Wealth Management investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by Westwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 12k 143.97
2021-12-31 $8.1k 224 36.18

More positions owned by Westwood Wealth Management

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Series Trust State Street Spd (SPYG)
T Rowe Price Etf Price Grw Stock (TGRW)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Wisdomtree Tr Us Midcap Fund (EZM)
Spdr Series Trust State Street Spd (SJNK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Quanta Services (PWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Westwood Wealth Management

Top funds holding Technology SPDR

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

View all funds holding Technology SPDR