Technology SPDR shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.6M | 13k | 208.27 |
| 2023-12-31 | $2.3M | 12k | 192.48 |
| 2023-09-30 | $1.9M | 12k | 163.94 |
| 2023-06-30 | $1.8M | 11k | 173.85 |
| 2023-03-31 | $1.8M | 12k | 151.01 |
| 2022-12-31 | $1.3M | 11k | 124.44 |
| 2022-09-30 | $1.4M | 12k | 118.77 |
| 2022-06-30 | $1.6M | 13k | 127.09 |
| 2022-03-31 | $1.8M | 12k | 158.91 |
| 2021-12-31 | $2.0M | 12k | 173.86 |
| 2021-09-30 | $1.7M | 12k | 149.27 |
| 2021-06-30 | $1.7M | 12k | 147.67 |
| 2021-03-31 | $1.5M | 12k | 132.79 |
| 2020-12-31 | $1.5M | 12k | 129.98 |