Technology SPDR shares owned by National Wealth Management Group
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by National Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $257k | 913 | 281.85 |
| 2025-06-30 | $232k | 917 | 253.17 |
| 2025-03-31 | $201k | 975 | 206.39 |
| 2024-12-31 | $221k | 950 | 232.47 |
| 2024-09-30 | $446k | 2.0k | 225.72 |
| 2024-06-30 | $469k | 2.1k | 226.18 |
| 2024-03-31 | $500k | 2.4k | 208.30 |
| 2023-12-31 | $459k | 2.4k | 192.45 |
| 2023-09-30 | $418k | 2.6k | 163.90 |
| 2023-06-30 | $263k | 1.6k | 168.10 |
| 2022-12-31 | $238k | 1.9k | 124.45 |
| 2022-09-30 | $624k | 5.3k | 118.77 |
| 2022-06-30 | $674k | 5.3k | 127.13 |
| 2022-03-31 | $2.6M | 17k | 158.93 |
| 2021-12-31 | $2.0M | 12k | 173.87 |
More positions owned by National Wealth Management Group
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