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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

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

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Quarterly reported holdings in Technology SPDR by Comprehensive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.6M 25k 225.76
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