Technology SPDR shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Technology SPDR
Tip: Access up to 7 years of quarterly data
All positions including Technology SPDR held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Technology SPDR by WCG Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.7M | 12k | 225.77 |
2024-06-30 | $12M | 51k | 226.22 |
2024-03-31 | $9.4M | 45k | 208.27 |
2023-12-31 | $11M | 60k | 192.48 |
2023-09-30 | $11M | 65k | 165.88 |
2022-09-30 | $580k | 4.9k | 118.86 |
2022-06-30 | $621k | 4.9k | 127.10 |