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Technology SPDR shares owned by Wealth Dimensions Group

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

Historical chart of Wealth Dimensions Group investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Technology SPDR by Wealth Dimensions Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $208k 998 208.27

More positions owned by Wealth Dimensions Group

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Procter & Gamble Company (PG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Samsara Com Cl A (IOT)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Real Estate E (DFAR)

View all positions for Wealth Dimensions Group

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