Technology SPDR shares owned by KWB Wealth
Historical chart of KWB Wealth investment in Technology SPDR
Tip: Access up to 7 years of quarterly data
All positions including Technology SPDR held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Technology SPDR by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $202k | 797 | 253.20 |
| 2025-06-30 | $351k | 1.7k | 206.43 |
| 2025-03-31 | $599k | 2.6k | 232.53 |
| 2024-12-31 | $698k | 3.1k | 225.76 |
| 2024-09-30 | $984k | 4.4k | 226.25 |
| 2024-06-30 | $926k | 4.4k | 208.27 |
| 2024-03-31 | $926k | 4.4k | 208.27 |
| 2023-12-31 | $4.3M | 23k | 192.48 |
| 2023-09-30 | $3.8M | 22k | 173.86 |
| 2023-06-30 | $3.9M | 23k | 173.86 |
| 2023-03-31 | $1.8M | 14k | 124.44 |
| 2022-12-31 | $1.7M | 14k | 124.44 |
| 2022-09-30 | $540k | 4.5k | 118.73 |
| 2022-06-30 | $478k | 3.8k | 127.06 |