Health Care SPDR shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $237k | 1.5k | 154.80 |
| 2025-06-30 | $210k | 1.6k | 134.79 |
| 2025-03-31 | $277k | 1.9k | 146.01 |
| 2024-12-31 | $214k | 1.6k | 137.57 |
| 2024-09-30 | $287k | 1.9k | 154.02 |
| 2024-06-30 | $304k | 2.1k | 145.75 |
| 2024-03-31 | $262k | 1.8k | 147.73 |
| 2023-12-31 | $528k | 3.9k | 136.38 |
| 2023-09-30 | $990k | 7.7k | 128.74 |
| 2023-06-30 | $1.1M | 8.6k | 132.73 |
| 2023-03-31 | $1.2M | 9.2k | 129.46 |
| 2022-12-31 | $1.2M | 9.0k | 135.85 |
| 2022-09-30 | $709k | 5.9k | 121.03 |
| 2022-06-30 | $819k | 6.4k | 128.23 |
| 2022-03-31 | $225k | 1.6k | 136.78 |
| 2021-12-31 | $227k | 1.6k | 140.82 |