Technology SPDR shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $921k | 4.1k | 225.78 |
| 2024-06-30 | $934k | 4.1k | 226.25 |
| 2024-03-31 | $851k | 4.1k | 208.29 |
| 2023-12-31 | $795k | 4.1k | 192.50 |
| 2023-09-30 | $655k | 4.0k | 163.94 |
| 2023-06-30 | $694k | 4.0k | 173.88 |
| 2023-03-31 | $608k | 4.0k | 151.00 |
| 2022-12-31 | $501k | 4.0k | 124.44 |
| 2022-09-30 | $505k | 4.3k | 118.77 |
| 2022-06-30 | $571k | 4.5k | 127.09 |
| 2022-03-31 | $853k | 5.4k | 158.85 |
| 2021-12-31 | $933k | 5.4k | 173.81 |
| 2021-09-30 | $799k | 5.4k | 149.35 |
| 2021-06-30 | $889k | 6.0k | 147.60 |
| 2021-03-31 | $819k | 6.2k | 132.80 |
| 2020-12-31 | $741k | 5.7k | 129.86 |
| 2020-09-30 | $573k | 4.9k | 116.56 |
| 2020-06-30 | $333k | 3.2k | 104.19 |
| 2020-03-31 | $256k | 3.2k | 80.15 |
| 2019-12-31 | $332k | 3.6k | 91.54 |