Technology SPDR shares owned by Source Financial Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 4.5k | 225.76 |
| 2024-06-30 | $1.1M | 4.8k | 226.23 |
| 2024-03-31 | $1.0M | 4.9k | 208.26 |
| 2023-12-31 | $1.5M | 7.9k | 192.47 |
| 2023-09-30 | $1.3M | 7.9k | 163.92 |
| 2023-06-30 | $1.6M | 9.2k | 173.87 |
| 2023-03-31 | $1.5M | 9.8k | 151.02 |
| 2022-12-31 | $1.2M | 10k | 124.44 |
| 2022-09-30 | $1.2M | 10k | 118.75 |
| 2022-06-30 | $1.4M | 11k | 127.15 |
| 2022-03-31 | $1.8M | 12k | 158.92 |
| 2021-12-31 | $2.1M | 12k | 173.87 |
| 2021-09-30 | $1.8M | 12k | 149.30 |
| 2021-06-30 | $1.9M | 13k | 147.64 |
| 2021-03-31 | $1.7M | 13k | 132.83 |
| 2020-12-31 | $1.6M | 13k | 130.05 |