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Technology SPDR shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth Planning investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $299k 1.4k 208.31
2023-12-31 $268k 1.4k 192.51

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View all positions for Falcon Wealth Planning

Top funds holding Technology SPDR

Bank of America Corporation
Wells Fargo & Company
Morgan Stanley
LPL Financial
UBS Group
Churchill Management Corp.
Envestnet Asset Management
Goldman Sachs Group
Susquehanna International
Ameriprise Financial
Raymond James & Associates
Royal Bank of Canada
Janney Montgomery Scott
Branch Banking & Trust Company
BlackRock

View all funds holding Technology SPDR