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Technology SPDR shares owned by KWB Wealth

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by KWB Wealth from 13F filings

Historical chart of KWB Wealth investment in Technology SPDR

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All positions including Technology SPDR held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Technology SPDR by KWB Wealth

Quarter filed Position value Share count Share price at filing
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