Technology SPDR shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $316k | 1.1k | 281.75 |
| 2025-06-30 | $233k | 918 | 253.34 |
| 2024-12-31 | $225k | 967 | 232.61 |
| 2024-09-30 | $511k | 2.3k | 225.75 |
| 2024-06-30 | $650k | 2.9k | 226.23 |
| 2024-03-31 | $598k | 2.9k | 208.27 |
| 2023-09-30 | $469k | 2.9k | 163.94 |
| 2023-06-30 | $496k | 2.9k | 173.87 |
| 2023-03-31 | $430k | 2.8k | 151.02 |
| 2022-12-31 | $350k | 2.8k | 124.46 |
| 2022-09-30 | $333k | 2.8k | 118.80 |
| 2022-06-30 | $353k | 2.8k | 127.25 |
| 2022-03-31 | $440k | 2.8k | 159.02 |
More positions owned by Wescott Financial Advisory Group
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