Technology SPDR shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $424k | 1.5k | 281.86 |
| 2025-06-30 | $329k | 1.3k | 253.23 |
| 2025-03-31 | $249k | 1.2k | 206.48 |
| 2024-12-31 | $350k | 1.5k | 232.52 |
| 2024-09-30 | $341k | 1.5k | 225.76 |
| 2024-06-30 | $308k | 1.4k | 226.23 |
| 2024-03-31 | $269k | 1.3k | 208.27 |
| 2023-12-31 | $221k | 1.1k | 192.48 |
| 2022-03-31 | $330k | 2.1k | 158.73 |
| 2021-12-31 | $361k | 2.1k | 173.64 |
| 2021-09-30 | $257k | 1.7k | 149.07 |