Health Care SPDR shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $790k | 5.7k | 139.17 |
| 2025-06-30 | $214k | 1.6k | 134.76 |
| 2025-03-31 | $231k | 1.6k | 146.00 |
| 2024-12-31 | $273k | 2.0k | 137.56 |
| 2024-09-30 | $305k | 2.0k | 154.01 |
| 2024-06-30 | $283k | 1.9k | 145.75 |
| 2024-03-31 | $286k | 1.9k | 147.73 |
| 2023-12-31 | $268k | 2.0k | 136.35 |
| 2023-09-30 | $287k | 2.2k | 128.73 |
| 2023-06-30 | $293k | 2.2k | 132.75 |
| 2023-03-31 | $275k | 2.1k | 129.45 |
| 2022-12-31 | $286k | 2.1k | 135.87 |
| 2022-09-30 | $254k | 2.1k | 121.13 |
| 2022-06-30 | $268k | 2.1k | 128.35 |
| 2018-06-30 | $34k | 405 | 83.95 |
| 2018-03-31 | $34k | 405 | 83.95 |