Technology SPDR shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $811k | 3.6k | 226.23 |
| 2024-03-31 | $747k | 3.6k | 208.27 |
| 2023-12-31 | $674k | 3.5k | 192.48 |
| 2023-09-30 | $612k | 3.5k | 174.78 |
| 2023-06-30 | $661k | 3.8k | 173.86 |
| 2023-03-31 | $574k | 3.8k | 151.01 |
| 2022-12-31 | $476k | 3.8k | 124.44 |
| 2022-09-30 | $488k | 3.9k | 124.27 |
| 2022-06-30 | $535k | 3.9k | 136.24 |
| 2022-03-31 | $620k | 3.9k | 158.97 |
| 2021-12-31 | $682k | 3.9k | 173.67 |
| 2021-09-30 | $609k | 4.1k | 149.26 |
| 2021-06-30 | $602k | 4.1k | 147.55 |
| 2021-03-31 | $534k | 4.1k | 130.02 |
| 2020-12-31 | $476k | 4.1k | 116.67 |
| 2020-09-30 | $468k | 4.2k | 111.24 |
| 2020-06-30 | $798k | 7.4k | 107.74 |
| 2020-03-31 | $754k | 9.0k | 83.68 |
| 2019-12-31 | $854k | 9.0k | 95.14 |
| 2019-09-30 | $620k | 7.6k | 81.53 |
| 2019-06-30 | $593k | 7.6k | 77.98 |
| 2019-03-31 | $577k | 7.6k | 75.87 |
| 2018-12-31 | $458k | 7.4k | 61.98 |
| 2018-09-30 | $430k | 6.2k | 69.58 |
| 2018-06-30 | $309k | 4.7k | 65.33 |
| 2018-03-31 | $309k | 4.7k | 65.33 |
| 2017-12-31 | $317k | 5.0k | 64.04 |
| 2017-09-30 | $352k | 6.0k | 59.16 |
| 2017-06-30 | $353k | 6.5k | 54.71 |
| 2017-03-31 | $344k | 6.5k | 53.32 |
| 2016-12-31 | $353k | 7.3k | 48.34 |
| 2016-09-30 | $421k | 8.8k | 47.83 |
| 2016-06-30 | $851k | 20k | 43.38 |
| 2016-03-31 | $1.2M | 26k | 44.37 |
| 2015-12-31 | $1.0M | 24k | 42.83 |
| 2015-09-30 | $715k | 18k | 39.49 |
| 2015-06-30 | $605k | 15k | 41.35 |
| 2015-03-31 | $660k | 15k | 42.76 |
| 2014-12-31 | $632k | 15k | 41.35 |
More positions owned by Summit Financial Wealth Advisors
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