Technology SPDR shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 13k | 281.86 |
| 2025-06-30 | $3.4M | 13k | 253.23 |
| 2025-03-31 | $2.8M | 14k | 206.48 |
| 2024-12-31 | $3.2M | 14k | 232.28 |
| 2024-09-30 | $3.7M | 16k | 227.93 |
| 2024-06-30 | $3.9M | 17k | 234.28 |
| 2024-03-31 | $3.4M | 17k | 201.52 |
| 2023-12-31 | $10M | 17k | 574.86 |
| 2023-09-30 | $3.0M | 18k | 170.25 |
| 2023-06-30 | $3.3M | 19k | 173.86 |
| 2023-03-31 | $2.9M | 19k | 149.94 |
| 2022-12-31 | $2.4M | 19k | 123.26 |
| 2022-09-30 | $2.2M | 18k | 125.97 |
| 2022-06-30 | $2.3M | 17k | 132.88 |
| 2022-03-31 | $2.6M | 17k | 158.44 |
| 2021-12-31 | $2.9M | 16k | 175.51 |
| 2021-09-30 | $2.4M | 16k | 149.33 |