Technology SPDR shares owned by Ibex Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Ibex Wealth Advisors
from 13F filings
Historical chart of Ibex Wealth Advisors investment in Technology SPDR
Tip: Access up to 7 years of quarterly data
All positions including Technology SPDR held by Ibex Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Technology SPDR by Ibex Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 14k | 281.85 |
| 2025-06-30 | $3.7M | 14k | 253.22 |
| 2025-03-31 | $2.7M | 13k | 206.48 |
| 2024-12-31 | $3.3M | 14k | 232.53 |
| 2022-12-31 | $1.2M | 9.4k | 124.42 |
| 2022-09-30 | $1.1M | 9.4k | 118.81 |
| 2022-06-30 | $1.2M | 9.4k | 127.13 |
| 2022-03-31 | $1.5M | 9.4k | 158.93 |
| 2021-12-31 | $1.6M | 9.4k | 173.89 |
| 2021-09-30 | $1.4M | 9.4k | 149.31 |
| 2021-06-30 | $1.4M | 9.3k | 147.61 |
| 2021-03-31 | $1.4M | 11k | 132.84 |
| 2020-12-31 | $1.4M | 10k | 129.98 |
| 2020-09-30 | $1.2M | 10k | 116.69 |
| 2019-06-30 | $605k | 7.8k | 77.95 |
| 2016-12-31 | $101k | 2.0k | 49.63 |