Technology SPDR shares owned by Holistic Planning
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Technology SPDR
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All positions including Technology SPDR held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Technology SPDR by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $369k | 1.3k | 281.89 |
| 2025-06-30 | $376k | 1.5k | 253.24 |
| 2025-03-31 | $293k | 1.4k | 206.48 |
| 2024-12-31 | $337k | 1.4k | 232.52 |
| 2024-09-30 | $327k | 1.4k | 225.76 |
| 2024-06-30 | $383k | 1.8k | 208.27 |
| 2024-03-31 | $383k | 1.8k | 208.27 |