Technology SPDR shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $482k | 1.7k | 281.90 |
| 2025-06-30 | $433k | 1.7k | 253.26 |
| 2025-03-31 | $353k | 1.7k | 206.46 |
| 2024-12-31 | $425k | 1.8k | 232.57 |
| 2024-09-30 | $412k | 1.8k | 225.77 |
| 2024-06-30 | $413k | 1.8k | 226.18 |
| 2024-03-31 | $385k | 1.8k | 208.30 |
| 2023-12-31 | $355k | 1.8k | 192.47 |
| 2023-09-30 | $319k | 1.9k | 163.94 |
| 2023-06-30 | $343k | 2.0k | 173.88 |
| 2023-03-31 | $298k | 2.0k | 151.05 |
| 2022-12-31 | $201k | 1.6k | 124.42 |