Technology SPDR shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Technology SPDR
Tip: Access up to 7 years of quarterly data
All positions including Technology SPDR held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Technology SPDR by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $615k | 3.0k | 208.28 |
| 2023-12-31 | $484k | 2.5k | 192.48 |
| 2023-09-30 | $416k | 2.5k | 163.93 |
| 2023-06-30 | $387k | 2.2k | 173.86 |
| 2023-03-31 | $336k | 2.2k | 151.01 |
| 2022-06-30 | $242k | 1.6k | 147.38 |
| 2022-03-31 | $342k | 2.2k | 158.48 |
| 2021-12-31 | $567k | 3.3k | 173.82 |
More positions owned by Confluence Wealth Services
View all positions for Confluence Wealth Services