Technology SPDR shares owned by Centric Wealth Management
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $436k | 1.5k | 300.68 |
| 2025-06-30 | $1.4M | 5.3k | 265.92 |
| 2025-03-31 | $299k | 1.5k | 206.48 |
| 2024-12-31 | $344k | 1.5k | 232.52 |
| 2024-09-30 | $335k | 1.4k | 233.35 |
| 2024-06-30 | $287k | 1.3k | 216.28 |
| 2024-03-31 | $256k | 1.3k | 196.27 |
| 2021-12-31 | $1.8M | 11k | 173.83 |
| 2021-09-30 | $1.4M | 9.4k | 149.35 |
| 2021-06-30 | $1.4M | 9.4k | 147.64 |
| 2021-03-31 | $1.2M | 9.3k | 132.85 |
| 2020-12-31 | $1.5M | 12k | 129.99 |