Technology SPDR shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 58k | 225.76 |
| 2024-06-30 | $15M | 66k | 226.23 |
| 2024-03-31 | $15M | 71k | 208.27 |
| 2023-12-31 | $12M | 65k | 192.48 |
| 2023-09-30 | $10M | 63k | 163.93 |
| 2023-06-30 | $11M | 62k | 173.86 |
| 2023-03-31 | $9.0M | 60k | 151.01 |
| 2022-12-31 | $7.8M | 63k | 124.44 |
| 2022-09-30 | $7.8M | 66k | 118.77 |
| 2022-06-30 | $8.4M | 66k | 127.12 |
| 2022-03-31 | $11M | 71k | 158.94 |
| 2021-12-31 | $11M | 61k | 173.87 |
| 2021-09-30 | $7.8M | 52k | 149.32 |
| 2021-06-30 | $7.7M | 52k | 147.67 |
| 2021-03-31 | $7.6M | 57k | 132.82 |
| 2020-12-31 | $6.1M | 47k | 130.03 |
| 2020-09-30 | $5.2M | 45k | 116.70 |
| 2020-06-30 | $3.1M | 29k | 104.48 |
| 2020-03-31 | $745k | 9.6k | 77.99 |
| 2019-12-31 | $417k | 4.6k | 91.59 |
| 2019-09-30 | $459k | 5.7k | 80.46 |
| 2019-06-30 | $436k | 5.6k | 78.02 |
| 2019-03-31 | $419k | 5.7k | 73.92 |
| 2018-12-31 | $351k | 5.7k | 61.93 |
| 2018-09-30 | $2.3M | 30k | 75.34 |
| 2018-06-30 | $1.9M | 28k | 69.48 |
| 2018-03-31 | $631k | 9.6k | 65.44 |
| 2017-12-31 | $615k | 9.6k | 63.99 |
| 2017-09-30 | $530k | 9.0k | 59.05 |
| 2017-06-30 | $489k | 8.9k | 54.67 |
| 2017-03-31 | $368k | 6.9k | 53.27 |
| 2016-12-31 | $286k | 5.9k | 48.41 |