Technology SPDR shares owned by Martel Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Martel Wealth Advisors
from 13F filings
Historical chart of Martel Wealth Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Martel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $276k | 979 | 281.86 |
| 2025-06-30 | $248k | 979 | 253.23 |
| 2025-03-31 | $299k | 1.4k | 206.48 |
| 2024-12-31 | $353k | 1.5k | 232.52 |
| 2024-09-30 | $342k | 1.5k | 225.29 |
| 2024-06-30 | $536k | 2.4k | 226.23 |
| 2024-03-31 | $493k | 2.4k | 208.27 |
| 2023-12-31 | $456k | 2.4k | 192.48 |
| 2023-09-30 | $388k | 2.4k | 163.93 |
| 2023-06-30 | $412k | 2.4k | 173.86 |
| 2023-03-31 | $358k | 2.4k | 151.01 |