Technology SPDR shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $375k | 1.3k | 281.83 |
| 2025-06-30 | $289k | 1.1k | 253.28 |
| 2025-03-31 | $367k | 1.8k | 206.53 |
| 2024-12-31 | $425k | 1.8k | 232.47 |
| 2024-09-30 | $412k | 1.8k | 225.74 |
| 2024-06-30 | $813k | 3.6k | 226.23 |
| 2024-03-31 | $12M | 58k | 208.27 |
| 2023-12-31 | $10M | 54k | 192.48 |
| 2023-09-30 | $1.5M | 9.1k | 163.94 |
| 2023-06-30 | $222k | 1.3k | 173.91 |
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