Technology SPDR shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $243k | 861 | 281.87 |
| 2025-06-30 | $205k | 810 | 253.24 |
| 2025-03-31 | $332k | 1.6k | 206.49 |
| 2024-06-30 | $282k | 1.2k | 226.24 |
| 2015-12-31 | $528k | 12k | 42.80 |
| 2015-06-30 | $11M | 274k | 41.40 |
| 2015-03-31 | $35M | 845k | 41.44 |
| 2014-12-31 | $14M | 329k | 41.35 |
| 2014-09-30 | $14M | 341k | 39.90 |
| 2014-06-30 | $13M | 334k | 38.35 |
| 2014-03-31 | $14M | 374k | 36.35 |
| 2013-12-31 | $13M | 364k | 35.74 |
| 2013-09-30 | $12M | 368k | 32.04 |