Technology SPDR shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $694k | 3.1k | 225.76 |
| 2024-06-30 | $627k | 2.8k | 226.27 |
| 2024-03-31 | $573k | 2.8k | 208.06 |
| 2023-12-31 | $622k | 3.2k | 192.39 |
| 2023-09-30 | $529k | 3.2k | 163.78 |
| 2023-06-30 | $546k | 3.1k | 173.88 |
| 2023-03-31 | $403k | 2.7k | 151.00 |
| 2022-09-30 | $295k | 2.5k | 118.71 |
| 2022-06-30 | $274k | 2.2k | 127.09 |
| 2022-03-31 | $342k | 2.2k | 158.77 |
| 2021-12-31 | $398k | 2.3k | 173.65 |
| 2021-09-30 | $364k | 2.4k | 149.43 |
| 2021-06-30 | $197k | 1.3k | 147.90 |
| 2021-03-31 | $97k | 735 | 131.97 |
| 2020-12-31 | $97k | 735 | 131.97 |
| 2020-09-30 | $81k | 695 | 116.55 |
| 2020-06-30 | $71k | 679 | 104.57 |
| 2020-03-31 | $51k | 635 | 80.32 |
| 2019-12-31 | $43k | 464 | 92.67 |
| 2019-09-30 | $37k | 463 | 79.91 |
| 2019-06-30 | $38k | 487 | 78.03 |
| 2019-03-31 | $36k | 486 | 74.07 |
| 2018-12-31 | $31k | 506 | 61.26 |