Technology SPDR shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $4.8M | 21k | 226.23 |
| 2024-03-31 | $4.4M | 21k | 208.27 |
| 2023-12-31 | $3.8M | 20k | 192.48 |
| 2023-09-30 | $3.2M | 19k | 163.93 |
| 2023-06-30 | $3.2M | 19k | 173.86 |
| 2023-03-31 | $2.8M | 19k | 151.01 |
| 2022-12-31 | $2.3M | 19k | 124.42 |
| 2022-09-30 | $2.1M | 18k | 118.76 |
| 2022-06-30 | $2.2M | 17k | 127.15 |
| 2022-03-31 | $2.8M | 17k | 158.94 |
| 2021-12-31 | $3.0M | 17k | 173.88 |
| 2021-09-30 | $2.5M | 17k | 149.31 |
| 2021-06-30 | $2.4M | 16k | 147.65 |
| 2021-03-31 | $2.2M | 17k | 132.84 |
| 2020-12-31 | $2.5M | 19k | 130.00 |
| 2020-09-30 | $2.1M | 18k | 116.72 |
| 2020-06-30 | $1.8M | 17k | 104.51 |
| 2018-06-30 | $62k | 883 | 70.22 |
| 2018-03-31 | $58k | 883 | 65.69 |
| 2017-12-31 | $59k | 883 | 66.82 |