Technology SPDR shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $838k | 3.6k | 232.50 |
| 2024-09-30 | $813k | 3.6k | 225.74 |
| 2024-06-30 | $814k | 3.6k | 226.25 |
| 2024-03-31 | $776k | 3.7k | 208.27 |
| 2023-12-31 | $691k | 3.6k | 192.48 |
| 2023-09-30 | $588k | 3.6k | 163.92 |
| 2023-06-30 | $622k | 3.6k | 173.85 |
| 2023-03-31 | $539k | 3.6k | 151.00 |
| 2022-12-31 | $444k | 3.6k | 124.43 |
| 2022-09-30 | $452k | 3.8k | 118.57 |
| 2022-06-30 | $451k | 3.6k | 126.97 |
| 2022-03-31 | $601k | 3.8k | 158.83 |
| 2021-12-31 | $548k | 3.2k | 173.80 |
| 2021-09-30 | $470k | 3.1k | 149.30 |
| 2021-06-30 | $482k | 3.1k | 153.36 |
| 2021-03-31 | $416k | 3.1k | 132.57 |
| 2020-12-31 | $360k | 2.8k | 129.87 |
| 2020-09-30 | $323k | 2.8k | 116.82 |
More positions owned by Regent Peak Wealth Advisors
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