Technology SPDR shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $182k | 875 | 208.27 |
| 2023-12-31 | $173k | 900 | 192.48 |
| 2023-09-30 | $156k | 950 | 163.93 |
| 2023-06-30 | $165k | 950 | 173.86 |
| 2023-03-31 | $144k | 950 | 151.01 |
| 2022-12-31 | $118k | 950 | 124.44 |
| 2022-09-30 | $350k | 3.0k | 118.64 |
| 2022-06-30 | $641k | 5.1k | 127.01 |
| 2022-03-31 | $612k | 3.9k | 158.96 |
| 2021-12-31 | $669k | 3.9k | 173.77 |
| 2021-09-30 | $635k | 4.3k | 149.41 |
| 2021-06-30 | $797k | 5.4k | 147.59 |
| 2021-03-31 | $717k | 5.4k | 132.78 |
| 2020-12-31 | $832k | 6.4k | 130.00 |
| 2020-09-30 | $747k | 6.4k | 116.72 |
| 2020-06-30 | $834k | 8.0k | 104.56 |
| 2020-03-31 | $520k | 6.5k | 80.31 |
| 2019-12-31 | $720k | 7.8k | 91.73 |
| 2019-09-30 | $640k | 7.9k | 80.51 |
| 2019-06-30 | $556k | 7.1k | 78.04 |
| 2019-03-31 | $520k | 7.0k | 74.02 |
| 2018-12-31 | $460k | 7.4k | 61.95 |
| 2018-09-30 | $593k | 7.9k | 75.30 |
| 2018-06-30 | $547k | 7.9k | 69.46 |
| 2018-03-31 | $574k | 8.8k | 65.41 |
| 2017-12-31 | $552k | 8.6k | 64.00 |
| 2017-09-30 | $498k | 8.4k | 59.11 |
| 2017-06-30 | $505k | 9.2k | 54.74 |
| 2017-03-31 | $492k | 9.2k | 53.33 |
| 2016-12-31 | $465k | 9.6k | 48.31 |
| 2016-09-30 | $254k | 5.3k | 47.70 |
| 2016-06-30 | $246k | 5.7k | 43.35 |
| 2016-03-31 | $282k | 6.4k | 44.29 |
| 2015-12-31 | $273k | 6.4k | 42.88 |
| 2015-09-30 | $251k | 6.4k | 39.42 |
| 2015-03-31 | $255k | 6.2k | 41.43 |
| 2014-12-31 | $247k | 12k | 21.42 |
| 2014-09-30 | $16k | 380 | 42.11 |
| 2014-06-30 | $15k | 380 | 39.47 |
More positions owned by Optimum Investment Advisors
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