Technology SPDR shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Technology SPDR
Tip: Access up to 7 years of quarterly data
All positions including Technology SPDR held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Technology SPDR by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 7.1k | 201.76 |
| 2023-12-31 | $1.5M | 7.6k | 195.66 |
| 2023-09-30 | $1.3M | 7.6k | 166.76 |
| 2023-06-30 | $1.4M | 7.9k | 173.86 |
| 2023-03-31 | $1.4M | 9.3k | 150.92 |
| 2022-12-31 | $1.3M | 9.3k | 142.81 |
More positions owned by Phillips Wealth Planners
Home Depot (HD)
View all positions for Phillips Wealth Planners