Technology SPDR shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 54k | 281.86 |
| 2025-06-30 | $13M | 53k | 253.23 |
| 2025-03-31 | $1.2M | 5.9k | 206.50 |
| 2024-12-31 | $4.4M | 19k | 232.53 |
| 2024-09-30 | $3.4M | 15k | 225.77 |
| 2024-06-30 | $2.8M | 13k | 226.24 |
| 2024-03-31 | $2.3M | 11k | 208.27 |
| 2023-12-31 | $253k | 1.3k | 192.54 |