Technology SPDR shares owned by Primoris Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Primoris Wealth Advisors
from 13F filings
Historical chart of Primoris Wealth Advisors investment in Technology SPDR
Tip: Access up to 7 years of quarterly data
All positions including Technology SPDR held by Primoris Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Technology SPDR by Primoris Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $348k | 1.5k | 225.76 |
2024-06-30 | $349k | 1.5k | 226.24 |
2024-03-31 | $321k | 1.5k | 208.27 |
2023-12-31 | $297k | 1.5k | 192.48 |
2023-09-30 | $253k | 1.5k | 163.93 |
2023-06-30 | $268k | 1.5k | 173.86 |
2023-03-31 | $233k | 1.5k | 151.01 |
2022-06-30 | $215k | 1.7k | 127.90 |
2022-03-31 | $238k | 1.5k | 158.67 |
2021-12-31 | $278k | 1.6k | 173.75 |