Technology SPDR shares owned by Forbes Financial Planning
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Forbes Financial Planning
from 13F filings
Historical chart of Forbes Financial Planning investment in Technology SPDR
Tip: Access up to 7 years of quarterly data
All positions including Technology SPDR held by Forbes Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Technology SPDR by Forbes Financial Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.0M | 18k | 225.77 |
2024-06-30 | $4.0M | 18k | 226.23 |
2024-03-31 | $3.7M | 18k | 208.27 |
2023-09-30 | $3.0M | 18k | 163.93 |
2023-06-30 | $3.3M | 19k | 173.85 |
2023-03-31 | $2.8M | 19k | 151.00 |
2022-12-31 | $2.8M | 24k | 118.78 |
2022-09-30 | $2.8M | 24k | 118.77 |
2022-06-30 | $3.1M | 24k | 126.82 |
2022-03-31 | $3.9M | 25k | 158.16 |
2021-12-31 | $4.2M | 24k | 173.49 |