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
Tip: Access up to 7 years of quarterly data
All positions including Technology SPDR held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Technology SPDR by Kingswood Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |