Technology SPDR shares owned by UMA Financial Services
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $671k | 2.4k | 281.85 |
| 2025-06-30 | $602k | 2.4k | 253.22 |
| 2025-03-31 | $491k | 2.4k | 206.52 |
| 2024-12-31 | $552k | 2.4k | 232.50 |
| 2024-09-30 | $471k | 2.1k | 228.63 |
| 2024-06-30 | $470k | 2.0k | 233.41 |
| 2024-03-31 | $406k | 2.0k | 201.76 |
| 2023-12-31 | $404k | 2.0k | 201.10 |
| 2023-09-30 | $339k | 2.0k | 169.10 |
| 2023-06-30 | $348k | 2.0k | 173.47 |
| 2023-03-31 | $298k | 2.0k | 149.19 |
| 2022-12-31 | $268k | 2.0k | 134.29 |
| 2022-09-30 | $253k | 2.0k | 127.01 |
| 2022-06-30 | $286k | 2.0k | 143.86 |
| 2022-03-31 | $246k | 1.6k | 149.18 |
| 2021-12-31 | $273k | 1.6k | 165.76 |
| 2021-09-30 | $233k | 1.5k | 155.96 |
| 2021-06-30 | $228k | 1.5k | 152.82 |
| 2021-03-31 | $206k | 1.5k | 138.26 |
| 2020-12-31 | $203k | 1.5k | 136.42 |