Technology SPDR shares owned by Caldwell Trust
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 17k | 281.86 |
| 2021-12-31 | $2.6M | 15k | 173.87 |
| 2021-09-30 | $2.2M | 15k | 149.32 |
| 2021-06-30 | $1.9M | 13k | 147.66 |
| 2021-03-31 | $1.7M | 13k | 132.81 |
| 2020-12-31 | $1.8M | 14k | 130.02 |
| 2020-09-30 | $1.7M | 15k | 116.70 |
| 2020-06-30 | $1.7M | 16k | 104.49 |
| 2020-03-31 | $1.2M | 15k | 80.37 |
| 2019-12-31 | $1.3M | 14k | 91.67 |