Technology SPDR shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $365k | 1.3k | 286.20 |
| 2025-06-30 | $329k | 1.3k | 262.35 |
| 2025-03-31 | $237k | 1.1k | 207.24 |
| 2024-12-31 | $268k | 1.1k | 240.07 |
| 2024-09-30 | $240k | 1.1k | 225.69 |
| 2024-06-30 | $248k | 1.1k | 227.98 |
| 2024-03-31 | $210k | 1.1k | 194.17 |
| 2023-03-31 | $265k | 1.8k | 150.46 |
| 2022-12-31 | $240k | 1.8k | 136.69 |
| 2021-09-30 | $217k | 1.3k | 168.22 |
More positions owned by Castle Rock Wealth Management
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