Technology SPDR shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $567k | 2.5k | 225.75 |
| 2024-06-30 | $574k | 2.5k | 226.24 |
| 2024-03-31 | $489k | 2.3k | 208.31 |
| 2023-12-31 | $437k | 2.3k | 192.47 |
| 2023-09-30 | $382k | 2.3k | 163.93 |
| 2023-06-30 | $403k | 2.3k | 173.87 |
| 2023-03-31 | $390k | 2.6k | 150.99 |
| 2022-12-31 | $320k | 2.6k | 124.43 |
| 2022-09-30 | $306k | 2.6k | 118.93 |
| 2022-06-30 | $291k | 2.3k | 126.96 |
| 2022-03-31 | $330k | 2.3k | 143.98 |
| 2021-12-31 | $651k | 3.7k | 173.83 |
| 2021-09-30 | $581k | 3.9k | 149.32 |
| 2021-06-30 | $603k | 4.1k | 147.54 |
| 2021-03-31 | $520k | 3.7k | 140.77 |
| 2020-12-31 | $251k | 1.9k | 129.78 |