Technology SPDR shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Technology SPDR
Tip: Access up to 7 years of quarterly data
All positions including Technology SPDR held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Technology SPDR by TrinityPoint Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $8.7M | 38k | 225.76 |
2024-06-30 | $9.1M | 40k | 226.23 |
2024-03-31 | $8.2M | 39k | 208.27 |
2023-12-31 | $8.0M | 42k | 192.48 |
2023-09-30 | $7.1M | 43k | 163.93 |
2023-06-30 | $7.5M | 43k | 173.86 |
2023-03-31 | $7.8M | 52k | 151.01 |
2022-12-31 | $6.9M | 55k | 124.44 |
2022-09-30 | $6.6M | 55k | 118.77 |
2022-06-30 | $7.7M | 61k | 127.12 |
2022-03-31 | $8.4M | 53k | 158.94 |
2021-12-31 | $9.8M | 57k | 173.87 |
2021-09-30 | $8.7M | 58k | 149.32 |
2021-06-30 | $7.8M | 53k | 147.65 |
2021-03-31 | $5.1M | 38k | 132.81 |
2020-12-31 | $4.9M | 37k | 134.03 |
2020-09-30 | $3.6M | 31k | 116.71 |
2020-06-30 | $3.6M | 35k | 104.49 |
2020-03-31 | $2.9M | 36k | 80.38 |
2019-12-31 | $4.5M | 50k | 91.66 |
2019-09-30 | $4.0M | 47k | 85.11 |
2019-06-30 | $3.7M | 45k | 82.75 |
2019-03-31 | $2.8M | 38k | 73.99 |
2018-12-31 | $1.7M | 27k | 61.97 |