Technology SPDR shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $200k | 859 | 232.52 |
| 2024-09-30 | $194k | 859 | 225.76 |
| 2024-06-30 | $194k | 859 | 226.23 |
| 2024-03-31 | $179k | 859 | 208.27 |
| 2023-12-31 | $190k | 988 | 192.48 |
| 2023-09-30 | $141k | 859 | 163.93 |
| 2023-06-30 | $157k | 902 | 173.86 |
| 2023-03-31 | $136k | 902 | 151.01 |
| 2022-12-31 | $112k | 902 | 124.44 |
| 2022-09-30 | $107k | 902 | 118.63 |
More positions owned by Phillips Financial Management
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