Technology SPDR shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Technology SPDR
Tip: Access up to 7 years of quarterly data
All positions including Technology SPDR held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Technology SPDR by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 11k | 281.86 |
| 2025-06-30 | $2.4M | 9.6k | 253.23 |
| 2025-03-31 | $2.1M | 10k | 206.48 |
| 2024-12-31 | $2.0M | 8.4k | 232.52 |
| 2024-09-30 | $807k | 3.6k | 225.76 |
| 2024-06-30 | $700k | 3.2k | 218.83 |
| 2024-03-31 | $69k | 357 | 192.73 |
| 2023-12-31 | $69k | 357 | 192.73 |
| 2023-09-30 | $67k | 409 | 164.14 |
| 2023-06-30 | $71k | 409 | 173.86 |
| 2023-03-31 | $81k | 533 | 151.02 |
| 2022-12-31 | $65k | 524 | 124.44 |
| 2022-09-30 | $34k | 286 | 118.88 |
| 2022-06-30 | $36k | 286 | 125.87 |
| 2022-03-31 | $45k | 286 | 157.34 |
| 2021-12-31 | $60k | 324 | 184.21 |
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