Technology SPDR shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent Wealth Partners investment in Technology SPDR
Tip: Access up to 7 years of quarterly data
All positions including Technology SPDR held by Ascent Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $278k | 1.2k | 225.76 |
2024-06-30 | $278k | 1.2k | 226.23 |
2024-03-31 | $256k | 1.2k | 208.27 |
2023-12-31 | $237k | 1.2k | 192.48 |
2023-09-30 | $202k | 1.2k | 163.93 |
2023-06-30 | $243k | 1.4k | 173.86 |
2022-06-30 | $396k | 3.1k | 127.33 |
2022-03-31 | $728k | 4.6k | 158.95 |
2021-12-31 | $810k | 4.7k | 173.82 |
2021-09-30 | $696k | 4.7k | 149.36 |
2021-06-30 | $688k | 4.7k | 147.64 |
2021-03-31 | $619k | 4.7k | 132.83 |
2020-12-31 | $606k | 4.7k | 130.04 |
2020-09-30 | $544k | 4.7k | 116.74 |
2020-06-30 | $487k | 4.7k | 104.51 |
2020-03-31 | $375k | 4.7k | 80.47 |
2019-12-31 | $401k | 4.4k | 91.68 |
2019-09-30 | $352k | 4.4k | 80.48 |
2019-06-30 | $341k | 4.4k | 77.96 |
2019-03-31 | $324k | 4.4k | 74.07 |
2018-12-31 | $271k | 4.4k | 61.96 |
2018-09-30 | $329k | 4.4k | 75.22 |
2018-06-30 | $309k | 4.4k | 69.53 |
2018-03-31 | $291k | 4.4k | 65.48 |