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Health Care SPDR shares owned by Accurate Wealth Management

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

Historical chart of Accurate Wealth Management investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $556k 3.6k 152.87
2024-06-30 $337k 2.3k 147.76
2022-12-31 $69k 509 134.50
2021-12-31 $6.3M 46k 139.09
2021-09-30 $5.0M 36k 138.55