Technology SPDR shares owned by Forum Financial Management
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Technology SPDR
Tip: Access up to 7 years of quarterly data
All positions including Technology SPDR held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Technology SPDR by Forum Financial Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.5M | 7.3k | 208.28 |
2023-12-31 | $1.4M | 7.4k | 192.48 |
2023-09-30 | $1.2M | 7.3k | 163.93 |
2023-06-30 | $1.3M | 7.3k | 173.86 |
2023-03-31 | $1.1M | 7.3k | 151.01 |
2022-12-31 | $741k | 6.0k | 124.45 |
2022-09-30 | $625k | 5.3k | 118.87 |
2022-06-30 | $718k | 5.6k | 127.19 |
2022-03-31 | $897k | 5.6k | 158.87 |
2021-12-31 | $264k | 1.5k | 173.91 |
More positions owned by Forum Financial Management
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