Forbes Financial Planning »

Technology SPDR shares owned by Forbes Financial Planning

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

Historical chart of Forbes Financial Planning investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Technology SPDR by Forbes Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.7M 18k 208.27
2023-09-30 $3.0M 18k 163.93
2023-06-30 $3.3M 19k 173.85
2023-03-31 $2.8M 19k 151.00
2022-12-31 $2.8M 24k 118.78
2022-09-30 $2.8M 24k 118.77
2022-06-30 $3.1M 24k 126.82
2022-03-31 $3.9M 25k 158.16
2021-12-31 $4.2M 24k 173.49