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Technology SPDR shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology SPDR held by Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Technology SPDR by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.4M 5.4k 253.23
2025-03-31 $540k 2.6k 206.48
2024-12-31 $1.3M 5.5k 232.52