Technology SPDR shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.0M | 26k | 192.48 |
| 2023-09-30 | $4.1M | 25k | 163.93 |
| 2023-06-30 | $3.3M | 19k | 173.86 |
| 2023-03-31 | $2.6M | 17k | 151.01 |
| 2022-12-31 | $1.3M | 11k | 124.44 |
| 2022-09-30 | $1.3M | 11k | 118.76 |
| 2022-06-30 | $1.4M | 11k | 127.15 |
| 2022-03-31 | $1.5M | 9.2k | 158.97 |
| 2021-12-31 | $1.3M | 7.7k | 173.92 |
| 2021-09-30 | $1.1M | 7.1k | 149.30 |
| 2021-06-30 | $936k | 6.3k | 147.63 |
| 2021-03-31 | $529k | 4.0k | 132.78 |
| 2020-12-31 | $342k | 2.6k | 129.84 |
| 2020-09-30 | $279k | 2.4k | 116.83 |
| 2020-06-30 | $240k | 2.3k | 104.53 |
| 2019-12-31 | $213k | 2.3k | 91.46 |
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