Technology SPDR shares owned by Forum Financial Management
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Technology SPDR
Tip: Access up to 7 years of quarterly data
All positions including Technology SPDR held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Technology SPDR by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 7.5k | 281.84 |
| 2025-06-30 | $2.2M | 8.6k | 253.24 |
| 2025-03-31 | $1.5M | 7.3k | 206.49 |
| 2024-12-31 | $2.4M | 10k | 232.54 |
| 2024-09-30 | $2.2M | 9.7k | 225.77 |
| 2024-06-30 | $2.3M | 10k | 226.23 |
| 2024-03-31 | $1.5M | 7.3k | 208.28 |
| 2023-12-31 | $1.4M | 7.4k | 192.48 |
| 2023-09-30 | $1.2M | 7.3k | 163.93 |
| 2023-06-30 | $1.3M | 7.3k | 173.86 |
| 2023-03-31 | $1.1M | 7.3k | 151.01 |
| 2022-12-31 | $741k | 6.0k | 124.45 |
| 2022-09-30 | $625k | 5.3k | 118.87 |
| 2022-06-30 | $718k | 5.6k | 127.19 |
| 2022-03-31 | $897k | 5.6k | 158.87 |
| 2021-12-31 | $264k | 1.5k | 173.91 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management