Technology SPDR shares owned by West Financial Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Technology SPDR
Tip: Access up to 7 years of quarterly data
All positions including Technology SPDR held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Technology SPDR by West Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.2M | 11k | 208.27 |
2023-12-31 | $2.0M | 11k | 192.48 |
2023-09-30 | $1.8M | 11k | 163.93 |
2023-06-30 | $1.8M | 10k | 173.86 |
2023-03-31 | $1.7M | 11k | 151.01 |
2021-12-31 | $1.6M | 9.3k | 173.89 |
2021-09-30 | $1.3M | 8.7k | 149.37 |
2021-06-30 | $296k | 2.0k | 147.48 |
2021-03-31 | $898k | 6.8k | 132.86 |
2020-12-31 | $536k | 4.1k | 130.03 |