Technology SPDR shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 9.2k | 281.85 |
| 2025-06-30 | $2.3M | 9.2k | 253.22 |
| 2025-03-31 | $2.0M | 9.5k | 206.48 |
| 2024-12-31 | $2.2M | 9.5k | 232.52 |
| 2024-09-30 | $2.2M | 9.6k | 225.75 |
| 2024-06-30 | $2.7M | 12k | 226.24 |
| 2024-03-31 | $1.8M | 8.7k | 208.26 |
| 2023-09-30 | $1.5M | 8.9k | 163.93 |
| 2023-06-30 | $1.7M | 9.6k | 173.86 |
| 2023-03-31 | $1.4M | 9.6k | 151.01 |
| 2022-12-31 | $1.3M | 10k | 124.44 |
| 2022-09-30 | $1.2M | 10k | 118.83 |
| 2022-06-30 | $1.6M | 13k | 127.14 |
| 2022-03-31 | $1.5M | 9.7k | 158.93 |
| 2021-12-31 | $1.3M | 7.7k | 173.82 |
| 2021-06-30 | $1.2M | 7.9k | 147.68 |
| 2021-03-31 | $609k | 4.6k | 132.71 |
| 2020-12-31 | $460k | 3.5k | 130.02 |
| 2020-09-30 | $542k | 4.6k | 116.91 |
| 2020-06-30 | $473k | 4.5k | 104.51 |
| 2020-03-31 | $364k | 4.5k | 80.42 |
| 2019-12-31 | $420k | 4.6k | 91.68 |
| 2019-09-30 | $308k | 3.8k | 80.46 |
| 2019-06-30 | $326k | 4.2k | 78.12 |
| 2019-03-31 | $365k | 4.9k | 73.93 |
| 2018-12-31 | $306k | 4.9k | 62.01 |
| 2018-09-30 | $383k | 5.1k | 75.29 |
| 2018-06-30 | $353k | 5.1k | 69.42 |
| 2018-03-31 | $332k | 5.1k | 65.33 |
| 2017-12-31 | $339k | 5.3k | 64.03 |
| 2017-09-30 | $234k | 4.0k | 59.00 |
| 2017-06-30 | $217k | 4.0k | 54.72 |
| 2017-03-31 | $209k | 4.0k | 52.70 |
| 2013-03-31 | $164k | 5.3k | 30.76 |