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Technology SPDR shares owned by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management from 13F filings

Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in Technology SPDR

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All positions including Technology SPDR held by Carlton, Hoffferkamp & Jenks Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Technology SPDR by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 4.8k 223.74
2024-06-30 $1.0M 4.9k 209.91
2024-03-31 $968k 4.9k 197.60
2023-12-31 $996k 4.9k 203.25
2023-09-30 $800k 4.9k 163.31
2023-06-30 $839k 4.9k 171.16
2023-03-31 $774k 5.1k 151.83
2022-12-31 $817k 6.0k 136.70
2022-09-30 $743k 6.0k 124.35
2022-06-30 $794k 6.0k 132.89
2022-03-31 $1.0M 6.7k 152.48
2021-12-31 $1.0M 6.7k 151.58
2021-09-30 $1.1M 6.7k 167.97
2021-06-30 $999k 6.7k 150.23
2021-03-31 $937k 6.6k 143.05
2020-12-31 $845k 6.6k 129.01
2020-09-30 $794k 6.6k 121.22
2020-06-30 $707k 6.6k 107.12
2020-03-31 $611k 6.7k 91.88
2019-12-31 $632k 6.7k 95.04
2019-09-30 $555k 6.9k 80.43
2019-06-30 $555k 6.9k 80.43
2019-03-31 $548k 7.4k 74.05
2018-12-31 $458k 7.4k 61.89
2018-09-30 $557k 7.4k 75.27
2018-06-30 $515k 7.4k 69.59
2018-03-31 $474k 7.4k 64.05
2017-12-31 $517k 8.1k 63.83
2017-09-30 $478k 8.1k 59.01
2017-06-30 $404k 7.4k 54.59
2017-03-31 $421k 7.9k 53.29
2016-12-31 $382k 7.9k 48.35
2016-09-30 $215k 4.5k 47.78

More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Costco Wholesale Corporation (COST)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Short Treas Bd (SHV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Stellar Bancorp Ord (STEL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

Top funds holding Technology SPDR

Bank of America Corporation
Wells Fargo & Company
Morgan Stanley
LPL Financial
Susquehanna International
Envestnet Asset Management
Goldman Sachs Group
Citadel Advisors
Churchill Management Corp.
Raymond James & Associates
Royal Bank of Canada
Branch Banking & Trust Company
Barclays
Janney Montgomery Scott
WestEnd Advisors

View all funds holding Technology SPDR