Comprehensive Wealth Management »

Technology SPDR shares owned by Comprehensive Wealth Management

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Comprehensive Wealth Management from 13F filings

Historical chart of Comprehensive Wealth Management investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology SPDR held by Comprehensive Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Technology SPDR by Comprehensive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.6M 20k 226.23
2024-03-31 $3.9M 19k 208.27
2023-12-31 $3.7M 19k 192.48
2023-09-30 $3.1M 19k 163.93
2023-06-30 $3.1M 18k 173.86
2023-03-31 $2.9M 19k 151.01
2022-12-31 $2.6M 21k 124.44
2022-09-30 $2.3M 20k 118.78
2022-06-30 $2.4M 19k 127.12
2022-03-31 $2.2M 14k 158.93
2021-12-31 $1.2M 7.1k 173.87
2021-09-30 $896k 6.0k 149.32
2021-06-30 $573k 3.9k 147.66
2021-03-31 $320k 2.4k 132.81
2020-12-31 $282k 2.2k 130.02