Technology SPDR shares owned by Shared Vision Wealth Group
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Shared Vision Wealth Group
from 13F filings
Historical chart of Shared Vision Wealth Group investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Shared Vision Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $418k | 2.9k | 146.07 |
| 2025-09-30 | $409k | 1.4k | 285.45 |
| 2025-06-30 | $376k | 1.4k | 262.70 |
| 2025-03-31 | $296k | 1.4k | 206.45 |
| 2024-12-31 | $333k | 1.4k | 232.49 |
| 2024-09-30 | $323k | 1.4k | 225.73 |
| 2024-06-30 | $324k | 1.4k | 226.20 |
| 2024-03-31 | $298k | 1.4k | 208.24 |
| 2023-12-31 | $276k | 1.4k | 192.45 |
More positions owned by Shared Vision Wealth Group
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