Technology SPDR shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Precedent Wealth Partners
from 13F filings
Historical chart of Precedent Wealth Partners investment in Technology SPDR
Tip: Access up to 7 years of quarterly data
All positions including Technology SPDR held by Precedent Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Technology SPDR by Precedent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $265k | 940 | 281.86 |
| 2025-06-30 | $233k | 920 | 253.23 |
| 2025-03-31 | $380k | 1.8k | 206.48 |
| 2024-12-31 | $428k | 1.8k | 232.52 |
| 2024-09-30 | $415k | 1.8k | 225.76 |
| 2024-06-30 | $416k | 1.8k | 226.23 |
| 2024-03-31 | $383k | 1.8k | 208.27 |
| 2023-12-31 | $354k | 1.8k | 192.48 |