Health Care SPDR shares owned by Adviser Investments
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 8.4k | 139.18 |
| 2025-06-30 | $1.1M | 8.2k | 134.79 |
| 2025-03-31 | $1.2M | 8.2k | 146.01 |
| 2024-12-31 | $1.6M | 12k | 137.57 |
| 2024-09-30 | $1.1M | 7.3k | 154.02 |
| 2024-06-30 | $1.1M | 7.9k | 145.75 |
| 2024-03-31 | $1.2M | 8.0k | 147.74 |
| 2023-12-31 | $1.1M | 8.3k | 136.38 |
| 2023-09-30 | $928k | 7.2k | 128.74 |
| 2023-06-30 | $912k | 6.9k | 132.73 |
| 2023-03-31 | $693k | 5.4k | 129.46 |
| 2022-12-31 | $714k | 5.3k | 135.28 |
| 2022-09-30 | $741k | 6.1k | 121.16 |
| 2022-06-30 | $779k | 6.1k | 128.27 |
| 2022-03-31 | $832k | 6.1k | 137.00 |
| 2021-12-31 | $857k | 6.1k | 140.93 |
| 2021-09-30 | $799k | 6.3k | 127.33 |
| 2021-06-30 | $790k | 6.3k | 125.90 |
| 2021-03-31 | $733k | 6.3k | 116.81 |
| 2020-12-31 | $713k | 6.3k | 113.46 |
| 2020-09-30 | $639k | 6.1k | 105.45 |
| 2020-06-30 | $602k | 6.0k | 100.15 |
| 2020-03-31 | $1.6M | 18k | 88.56 |
| 2019-12-31 | $821k | 8.1k | 101.80 |
| 2019-09-30 | $818k | 9.1k | 90.14 |
| 2019-06-30 | $841k | 9.1k | 92.67 |
| 2019-03-31 | $3.7M | 41k | 91.75 |
| 2018-12-31 | $4.3M | 50k | 86.51 |
| 2018-09-30 | $3.0M | 32k | 95.14 |
| 2018-06-30 | $704k | 8.4k | 83.48 |
| 2018-03-31 | $3.1M | 38k | 81.41 |
| 2017-12-31 | $6.5M | 78k | 82.68 |
| 2017-09-30 | $3.9M | 48k | 81.73 |
| 2017-06-30 | $660k | 8.3k | 79.18 |
| 2017-03-31 | $620k | 8.3k | 74.40 |