Technology SPDR shares owned by Invera Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Invera Wealth Advisors
from 13F filings
Historical chart of Invera Wealth Advisors investment in Technology SPDR
Tip: Access up to 7 years of quarterly data
All positions including Technology SPDR held by Invera Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Technology SPDR by Invera Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $251k | 892 | 281.86 |
| 2025-06-30 | $229k | 906 | 253.23 |
| 2024-12-31 | $223k | 924 | 241.82 |
| 2024-09-30 | $219k | 921 | 237.42 |