Technology SPDR shares owned by LWM Advisory Services
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by LWM Advisory Services
from 13F filings
Historical chart of LWM Advisory Services investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 9.1k | 281.87 |
| 2025-06-30 | $677k | 2.7k | 253.23 |
| 2025-03-31 | $567k | 2.7k | 206.49 |
| 2024-12-31 | $1.1M | 4.8k | 232.50 |
| 2024-09-30 | $1.1M | 5.0k | 225.75 |
| 2024-06-30 | $1.0M | 4.5k | 226.23 |
| 2024-03-31 | $909k | 4.4k | 208.25 |
| 2023-12-31 | $400k | 2.1k | 192.49 |
| 2023-09-30 | $153k | 936 | 163.94 |
| 2022-03-31 | $408k | 2.6k | 158.75 |