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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Quarterly reported holdings in Technology SPDR by Comprehensive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.0M | 28k | 281.86 |
| 2025-06-30 | $5.9M | 23k | 253.23 |
| 2025-03-31 | $4.8M | 23k | 206.48 |
| 2024-12-31 | $6.5M | 28k | 232.52 |
| 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 |
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