Technology SPDR shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Technology SPDR
Tip: Access up to 7 years of quarterly data
All positions including Technology SPDR held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Technology SPDR by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $141k | 500 | 281.86 |
| 2025-06-30 | $127k | 500 | 253.23 |
| 2025-03-31 | $103k | 500 | 206.48 |
| 2024-12-31 | $116k | 500 | 232.52 |
| 2024-09-30 | $113k | 500 | 225.76 |
| 2024-06-30 | $113k | 500 | 226.23 |
| 2024-03-31 | $104k | 500 | 208.27 |
| 2023-12-31 | $96k | 500 | 192.48 |
| 2023-09-30 | $82k | 500 | 163.93 |
| 2023-06-30 | $87k | 500 | 173.86 |
| 2023-03-31 | $76k | 500 | 151.01 |
| 2022-12-31 | $62k | 500 | 124.44 |
| 2022-09-30 | $59k | 500 | 118.00 |
| 2022-06-30 | $64k | 500 | 128.00 |
| 2022-03-31 | $79k | 500 | 158.00 |
| 2021-12-31 | $87k | 500 | 174.00 |
| 2021-09-30 | $75k | 500 | 150.00 |
| 2021-06-30 | $74k | 500 | 148.00 |
| 2021-03-31 | $66k | 500 | 132.00 |
| 2020-12-31 | $65k | 500 | 130.00 |
| 2020-09-30 | $58k | 500 | 116.00 |
| 2020-06-30 | $52k | 500 | 104.00 |
| 2020-03-31 | $40k | 500 | 80.00 |
| 2019-12-31 | $46k | 500 | 92.00 |
| 2019-09-30 | $40k | 500 | 80.00 |
| 2019-06-30 | $39k | 500 | 78.00 |
| 2019-03-31 | $37k | 500 | 74.00 |
| 2018-12-31 | $34k | 500 | 68.00 |