Technology SPDR shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 6.9k | 287.60 |
| 2025-06-30 | $2.1M | 8.0k | 256.29 |
| 2025-03-31 | $1.5M | 7.8k | 198.35 |
| 2024-12-31 | $1.5M | 6.6k | 228.78 |
| 2024-09-30 | $1.5M | 6.5k | 229.39 |
| 2024-06-30 | $1.7M | 7.2k | 237.68 |
| 2024-03-31 | $1.4M | 7.1k | 201.76 |
| 2023-12-31 | $1.5M | 7.6k | 195.66 |
| 2023-09-30 | $1.3M | 7.6k | 166.76 |
| 2023-06-30 | $1.4M | 7.9k | 173.86 |
| 2023-03-31 | $1.4M | 9.3k | 150.92 |
| 2022-12-31 | $1.3M | 9.3k | 142.81 |
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