Health Care SPDR shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Health Care SPDR
Tip: Access up to 7 years of quarterly data
All positions including Health Care SPDR held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Health Care SPDR by Kingswood Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $780k | 5.3k | 147.75 |
2023-12-31 | $859k | 6.3k | 136.39 |
2023-09-30 | $1.6M | 5.7k | 280.41 |
2023-06-30 | $1.0M | 7.6k | 132.73 |