Technology SPDR shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Technology SPDR
Tip: Access up to 7 years of quarterly data
All positions including Technology SPDR held by Sugarloaf Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Technology SPDR by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $314k | 1.4k | 232.46 |
| 2024-09-30 | $305k | 1.4k | 225.78 |
| 2024-06-30 | $305k | 1.3k | 226.30 |
| 2024-03-31 | $264k | 1.3k | 208.22 |
| 2023-12-31 | $243k | 1.3k | 192.50 |
| 2023-09-30 | $207k | 1.3k | 163.94 |
| 2023-06-30 | $219k | 1.3k | 173.86 |
| 2023-03-31 | $47k | 308 | 151.01 |
| 2022-12-31 | $38k | 308 | 124.44 |
| 2022-09-30 | $37k | 308 | 120.13 |
| 2022-06-30 | $39k | 308 | 126.62 |
| 2022-03-31 | $39k | 248 | 157.26 |
| 2021-12-31 | $56k | 320 | 175.00 |
| 2021-09-30 | $160k | 1.1k | 149.53 |
| 2021-06-30 | $80k | 545 | 146.79 |
| 2021-03-31 | $72k | 301 | 239.20 |
| 2020-12-31 | $62k | 479 | 129.44 |
| 2020-09-30 | $163k | 1.4k | 116.76 |
| 2020-06-30 | $49k | 469 | 104.48 |
| 2020-03-31 | $38k | 469 | 81.02 |
| 2019-12-31 | $43k | 469 | 91.68 |
More positions owned by Sugarloaf Wealth Management
View all positions for Sugarloaf Wealth Management