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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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All positions including Technology SPDR held by Williams Jones Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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