Health Care SPDR shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Health Care SPDR
Tip: Access up to 7 years of quarterly data
All positions including Health Care SPDR held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $699k | 5.1k | 136.38 |
2023-09-30 | $660k | 5.1k | 128.74 |
2023-06-30 | $680k | 5.1k | 132.73 |
2023-03-31 | $666k | 5.1k | 129.46 |
2022-12-31 | $696k | 5.1k | 135.85 |
2022-09-30 | $621k | 5.1k | 121.19 |
2022-06-30 | $657k | 5.1k | 128.22 |
2022-03-31 | $702k | 5.1k | 137.00 |
2021-12-31 | $722k | 5.1k | 140.89 |
2021-09-30 | $652k | 5.1k | 127.30 |
2021-06-30 | $645k | 5.1k | 125.95 |
2021-03-31 | $598k | 5.1k | 116.74 |
2020-12-31 | $538k | 4.7k | 113.41 |
2020-09-30 | $500k | 4.7k | 105.48 |
2020-06-30 | $474k | 1.2k | 406.17 |
2020-03-31 | $420k | 4.7k | 88.58 |
2019-12-31 | $483k | 4.7k | 101.86 |
2019-09-30 | $568k | 6.3k | 89.97 |
2019-06-30 | $1.1M | 11k | 92.64 |
2019-03-31 | $1.3M | 14k | 91.75 |
2018-12-31 | $1.8M | 21k | 86.48 |