Technology SPDR shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Technology SPDR
Tip: Access up to 7 years of quarterly data
All positions including Technology SPDR held by SOA 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 SOA Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $537k | 2.4k | 225.78 |
2024-06-30 | $538k | 2.4k | 226.25 |
2024-03-31 | $494k | 2.4k | 208.28 |
2023-12-31 | $456k | 2.4k | 192.51 |
2023-09-30 | $388k | 2.4k | 163.90 |
2023-06-30 | $419k | 2.4k | 173.86 |
2023-03-31 | $364k | 2.4k | 151.03 |
2022-12-31 | $300k | 2.4k | 124.46 |
2022-09-30 | $285k | 2.4k | 118.65 |
2022-06-30 | $235k | 1.9k | 126.89 |
2022-03-31 | $249k | 1.6k | 158.90 |
2021-12-31 | $169k | 971 | 174.05 |
2021-09-30 | $145k | 971 | 149.33 |
2021-06-30 | $143k | 970 | 147.42 |
2021-03-31 | $92k | 699 | 131.62 |
2020-12-31 | $95k | 699 | 135.91 |