Technology SPDR shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 12k | 225.76 |
| 2024-06-30 | $2.6M | 12k | 226.23 |
| 2024-03-31 | $2.4M | 12k | 208.27 |
| 2023-12-31 | $4.4M | 23k | 192.48 |
| 2023-09-30 | $3.6M | 22k | 163.93 |
| 2023-06-30 | $3.8M | 22k | 173.86 |
| 2023-03-31 | $3.3M | 22k | 151.01 |
| 2022-12-31 | $2.7M | 22k | 124.44 |
| 2022-09-30 | $2.2M | 19k | 118.80 |
| 2022-06-30 | $2.4M | 19k | 127.10 |
| 2022-03-31 | $3.0M | 19k | 158.93 |
| 2021-12-31 | $3.9M | 22k | 173.88 |
| 2021-09-30 | $3.4M | 23k | 149.31 |
| 2021-06-30 | $3.5M | 23k | 147.66 |
| 2021-03-31 | $4.6M | 35k | 132.80 |
| 2020-12-31 | $13M | 102k | 130.02 |
| 2020-09-30 | $12M | 102k | 116.70 |
| 2020-06-30 | $16M | 196k | 83.87 |
| 2020-03-31 | $11M | 133k | 80.37 |
| 2019-12-31 | $13M | 141k | 91.67 |