Technology SPDR shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.1M | 23k | 225.76 |
| 2024-06-30 | $4.9M | 22k | 226.23 |
| 2024-03-31 | $4.5M | 21k | 208.27 |
| 2023-12-31 | $3.9M | 21k | 192.48 |
| 2023-09-30 | $3.3M | 20k | 163.93 |
| 2023-06-30 | $3.3M | 19k | 173.86 |
| 2023-03-31 | $2.8M | 19k | 151.01 |
| 2022-12-31 | $2.4M | 19k | 124.44 |
| 2022-09-30 | $3.3M | 28k | 118.78 |
| 2022-06-30 | $3.5M | 28k | 127.11 |
| 2022-03-31 | $4.5M | 28k | 158.93 |
| 2021-12-31 | $5.2M | 30k | 173.88 |
| 2021-09-30 | $4.3M | 29k | 149.33 |
| 2018-09-30 | $18k | 244 | 73.77 |
| 2016-03-31 | $14k | 321 | 43.61 |
| 2015-12-31 | $14k | 321 | 43.61 |