Technology SPDR shares owned by Swan Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Swan Wealth Advisors
from 13F filings
Historical chart of Swan Wealth Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Swan Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $131M | 464k | 281.86 |
| 2025-06-30 | $136M | 539k | 253.23 |
| 2025-03-31 | $121M | 587k | 206.48 |
| 2024-12-31 | $148M | 637k | 232.52 |
| 2024-09-30 | $156M | 689k | 225.76 |
| 2024-06-30 | $172M | 761k | 226.23 |
| 2024-03-31 | $169M | 811k | 208.27 |
| 2023-12-31 | $166M | 864k | 192.48 |
| 2023-09-30 | $180M | 1.1M | 163.93 |
| 2023-06-30 | $213M | 1.2M | 173.86 |
| 2023-03-31 | $173M | 1.3M | 131.80 |
| 2022-12-31 | $215M | 1.6M | 131.80 |
| 2022-09-30 | $216M | 1.8M | 118.78 |
| 2022-06-30 | $240M | 1.9M | 127.12 |
| 2022-03-31 | $310M | 2.0M | 158.93 |
| 2021-12-31 | $345M | 2.0M | 173.87 |
| 2021-09-30 | $318M | 2.1M | 149.32 |
| 2021-06-30 | $336M | 2.3M | 147.67 |
| 2021-03-31 | $318M | 2.4M | 132.81 |
| 2020-12-31 | $337M | 2.6M | 130.02 |
| 2020-09-30 | $260M | 2.2M | 116.70 |
| 2020-06-30 | $266M | 2.5M | 104.49 |
| 2020-03-31 | $218M | 2.7M | 80.37 |
| 2019-12-31 | $221M | 2.4M | 91.67 |
| 2019-09-30 | $241M | 3.0M | 79.85 |
| 2019-06-30 | $263M | 3.4M | 78.05 |
| 2019-03-31 | $407M | 6.1M | 66.36 |
| 2018-12-31 | $282M | 4.6M | 61.40 |
| 2018-09-30 | $364M | 4.9M | 75.05 |
| 2018-06-30 | $432M | 6.2M | 69.50 |
| 2018-03-31 | $412M | 6.4M | 64.15 |
| 2017-12-31 | $414M | 6.4M | 64.29 |
| 2017-09-30 | $402M | 6.8M | 58.70 |
| 2017-06-30 | $353M | 6.4M | 54.72 |
| 2017-03-31 | $337M | 6.3M | 53.41 |
| 2016-12-31 | $281M | 5.8M | 48.74 |
| 2016-09-30 | $261M | 5.5M | 47.68 |
| 2016-06-30 | $230M | 5.4M | 42.90 |
| 2016-03-31 | $201M | 4.5M | 44.45 |
| 2015-12-31 | $192M | 4.4M | 43.45 |
| 2015-09-30 | $178M | 4.5M | 39.49 |
| 2015-06-30 | $174M | 4.2M | 41.36 |
| 2015-03-31 | $164M | 3.8M | 42.76 |
| 2014-12-31 | $138M | 3.3M | 42.26 |
| 2014-09-30 | $120M | 3.0M | 39.91 |
| 2014-06-30 | $97M | 2.5M | 38.35 |
| 2014-03-31 | $74M | 2.1M | 35.27 |
| 2013-12-31 | $25M | 702k | 35.74 |