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Health Care SPDR shares owned by Collaborative Wealth Managment

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Collaborative Wealth Managment from 13F filings

Historical chart of Collaborative Wealth Managment investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Health Care SPDR by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2023-12-31 $642k 4.7k 136.39
2023-09-30 $621k 4.8k 128.74
2023-06-30 $657k 5.0k 132.73
2023-03-31 $709k 5.5k 129.46
2022-12-31 $1.5M 11k 135.85
2022-09-30 $1.4M 11k 121.12
2022-06-30 $1.5M 12k 128.22
2021-12-31 $1.5M 10k 140.91
2021-03-31 $1.5M 11k 136.96