Technology SPDR shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $471k | 1.7k | 281.86 |
| 2025-06-30 | $404k | 1.6k | 253.23 |
| 2025-03-31 | $329k | 1.6k | 206.48 |
| 2024-12-31 | $371k | 1.6k | 232.52 |
| 2024-09-30 | $394k | 1.7k | 225.76 |
| 2024-06-30 | $395k | 1.7k | 226.23 |
| 2024-03-31 | $364k | 1.7k | 208.27 |
| 2023-12-31 | $359k | 1.9k | 192.48 |
| 2023-09-30 | $323k | 2.0k | 163.93 |
| 2023-06-30 | $348k | 2.0k | 173.86 |
| 2023-03-31 | $290k | 1.9k | 151.01 |
| 2022-12-31 | $239k | 1.9k | 124.44 |
| 2022-09-30 | $233k | 2.0k | 117.97 |
| 2022-06-30 | $262k | 2.0k | 127.99 |
| 2022-03-31 | $935k | 5.9k | 158.85 |
| 2021-12-31 | $1.1M | 6.5k | 173.90 |