Technology SPDR shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.3M | 19k | 225.76 |
| 2024-06-30 | $4.3M | 19k | 226.23 |
| 2024-03-31 | $4.0M | 19k | 208.27 |
| 2023-09-30 | $3.1M | 19k | 163.93 |
| 2023-06-30 | $3.3M | 19k | 173.86 |
| 2023-03-31 | $3.0M | 20k | 151.01 |
| 2022-12-31 | $2.4M | 19k | 124.44 |
| 2022-09-30 | $2.2M | 18k | 118.80 |
| 2022-06-30 | $2.3M | 18k | 127.10 |
| 2022-03-31 | $2.8M | 18k | 158.93 |
| 2021-12-31 | $3.2M | 18k | 173.89 |
| 2021-09-30 | $2.7M | 18k | 149.30 |
| 2021-06-30 | $2.7M | 19k | 147.68 |
| 2021-03-31 | $2.5M | 19k | 132.79 |
| 2020-12-31 | $2.7M | 21k | 130.02 |
| 2020-09-30 | $2.0M | 17k | 116.71 |
| 2020-06-30 | $1.8M | 17k | 104.51 |
| 2020-03-31 | $1.4M | 17k | 80.36 |
| 2019-12-31 | $1.5M | 17k | 91.67 |
| 2019-09-30 | $1.3M | 17k | 80.54 |
More positions owned by Williams Jones Wealth Management
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