Technology SPDR shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 4.8k | 225.76 |
| 2024-06-30 | $1.1M | 5.0k | 226.23 |
| 2024-03-31 | $1.0M | 4.8k | 208.27 |
| 2023-12-31 | $935k | 4.9k | 192.48 |
| 2020-12-31 | $57k | 435 | 131.03 |
| 2020-09-30 | $32k | 275 | 116.36 |
| 2020-06-30 | $19k | 185 | 102.70 |
| 2020-03-31 | $15k | 185 | 81.08 |
| 2019-12-31 | $17k | 185 | 91.89 |