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Technology SPDR shares owned by Whelan Financial

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

Historical chart of Whelan Financial investment in Technology SPDR

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

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Quarterly reported holdings in Technology SPDR by Whelan Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 1.4k 143.97

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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Global 100 Etf (IOO)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Amazon (AMZN)

View all positions for Whelan Financial

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