Technology SPDR shares owned by WESPAC Advisors SoCal
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by WESPAC Advisors SoCal
from 13F filings
Historical chart of WESPAC Advisors SoCal investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by WESPAC Advisors SoCal
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $9.0M | 63k | 143.97 |
| 2025-09-30 | $8.9M | 32k | 281.86 |
| 2025-06-30 | $7.9M | 31k | 253.23 |
| 2025-03-31 | $3.8M | 19k | 206.48 |
| 2024-12-31 | $6.0M | 26k | 232.52 |
| 2024-09-30 | $6.0M | 27k | 225.77 |
| 2024-06-30 | $5.3M | 24k | 226.23 |
| 2024-03-31 | $5.4M | 26k | 208.27 |
| 2023-12-31 | $4.9M | 25k | 192.48 |
| 2023-09-30 | $3.8M | 23k | 163.93 |
| 2023-06-30 | $4.0M | 23k | 173.86 |
| 2023-03-31 | $3.5M | 23k | 151.01 |
| 2022-12-31 | $4.1M | 33k | 124.44 |
| 2022-09-30 | $4.2M | 33k | 127.88 |
| 2022-06-30 | $4.2M | 33k | 127.13 |
| 2022-03-31 | $5.6M | 35k | 158.92 |
| 2021-12-31 | $1.2M | 8.2k | 144.10 |
| 2021-09-30 | $5.5M | 37k | 150.18 |
| 2021-06-30 | $5.5M | 37k | 147.65 |
| 2021-03-31 | $3.5M | 26k | 132.80 |
| 2020-12-31 | $1.0M | 8.0k | 130.07 |
| 2020-09-30 | $1.1M | 9.5k | 120.23 |
| 2020-06-30 | $899k | 8.3k | 108.05 |
| 2020-03-31 | $624k | 7.0k | 89.21 |
| 2019-12-31 | $506k | 5.5k | 91.58 |
| 2019-09-30 | $445k | 5.5k | 80.54 |
| 2019-06-30 | $398k | 5.1k | 77.89 |
| 2019-03-31 | $389k | 5.3k | 73.95 |
| 2018-12-31 | $209k | 3.4k | 61.98 |
| 2018-09-30 | $273k | 3.6k | 75.31 |
| 2018-06-30 | $266k | 4.1k | 65.28 |
| 2018-03-31 | $266k | 4.1k | 65.28 |
| 2017-12-31 | $260k | 4.1k | 63.80 |
| 2017-09-30 | $431k | 7.3k | 59.04 |
| 2017-06-30 | $355k | 6.5k | 54.62 |
| 2017-03-31 | $373k | 7.0k | 53.31 |
| 2016-12-31 | $368k | 7.6k | 48.36 |
| 2016-06-30 | $35k | 800 | 43.37 |
| 2016-03-31 | $36k | 800 | 44.36 |
| 2015-12-31 | $34k | 800 | 42.50 |