Technology SPDR shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM Wealth Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by FSM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $554k | 2.0k | 281.90 |
| 2025-06-30 | $501k | 2.0k | 254.95 |
| 2025-03-31 | $583k | 2.8k | 206.48 |
| 2024-12-31 | $442k | 1.9k | 230.50 |
| 2024-09-30 | $455k | 2.0k | 225.80 |
| 2024-06-30 | $418k | 1.8k | 226.28 |
| 2024-03-31 | $385k | 1.8k | 208.31 |
| 2023-12-31 | $352k | 1.8k | 192.52 |
| 2023-09-30 | $300k | 1.8k | 163.96 |
| 2023-06-30 | $315k | 1.8k | 172.07 |
| 2023-03-31 | $276k | 1.8k | 151.04 |