Technology SPDR shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in Technology SPDR
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All positions including Technology SPDR held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Technology SPDR by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $296k | 1.3k | 226.23 |
| 2024-03-31 | $286k | 1.4k | 208.27 |
| 2023-12-31 | $284k | 1.5k | 192.48 |
| 2023-09-30 | $269k | 1.6k | 163.93 |
| 2023-06-30 | $257k | 1.5k | 173.86 |
| 2023-03-31 | $43k | 286 | 151.01 |