Technology SPDR shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 14k | 281.86 |
| 2025-06-30 | $3.6M | 14k | 253.23 |
| 2025-03-31 | $2.8M | 13k | 206.55 |
| 2024-12-31 | $3.3M | 14k | 232.52 |
| 2024-09-30 | $2.3M | 10k | 225.71 |
| 2024-06-30 | $2.7M | 12k | 226.24 |
| 2024-03-31 | $1.4M | 6.6k | 208.28 |
| 2023-12-31 | $1.5M | 7.5k | 192.48 |
| 2023-09-30 | $1.2M | 3.1k | 389.09 |
| 2023-06-30 | $679k | 3.9k | 173.86 |