Technology SPDR shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 5.4k | 225.77 |
| 2024-06-30 | $1.2M | 5.5k | 226.24 |
| 2024-03-31 | $1.2M | 5.6k | 208.28 |
| 2023-12-31 | $1.1M | 5.6k | 192.48 |
| 2023-09-30 | $925k | 5.6k | 163.93 |
| 2023-06-30 | $981k | 5.6k | 173.86 |
| 2023-03-31 | $702k | 5.6k | 124.44 |
| 2022-12-31 | $702k | 5.6k | 124.44 |
| 2022-09-30 | $670k | 5.6k | 118.71 |
| 2022-06-30 | $748k | 5.9k | 127.17 |
| 2022-03-31 | $935k | 5.9k | 158.96 |
| 2021-12-31 | $1.0M | 6.0k | 173.93 |
| 2021-09-30 | $898k | 6.0k | 149.32 |
| 2021-06-30 | $888k | 6.0k | 147.66 |
| 2021-03-31 | $699k | 5.3k | 132.79 |
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