Technology SPDR shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 3.8k | 281.83 |
| 2025-06-30 | $864k | 3.4k | 253.22 |
| 2025-03-31 | $685k | 3.3k | 206.46 |
| 2024-12-31 | $674k | 2.9k | 232.52 |
| 2024-09-30 | $375k | 1.7k | 225.70 |
| 2024-06-30 | $216k | 954 | 226.33 |
| 2023-09-30 | $531k | 3.2k | 163.94 |
| 2023-06-30 | $28k | 162 | 174.06 |
| 2023-03-31 | $38k | 249 | 151.27 |
| 2022-12-31 | $479k | 3.4k | 142.81 |
| 2022-09-30 | $0 | 2.9k | 0.00 |
| 2022-03-31 | $0 | 3.6k | 0.00 |
More positions owned by WealthPlan Investment Management
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