Health Care SPDR shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 11k | 139.27 |
| 2025-06-30 | $703k | 5.2k | 134.75 |
| 2025-03-31 | $811k | 5.6k | 145.97 |
| 2024-12-31 | $683k | 5.0k | 137.40 |
| 2024-09-30 | $757k | 4.9k | 153.58 |
| 2023-12-31 | $759k | 5.6k | 136.39 |
| 2023-06-30 | $900k | 6.8k | 132.78 |
| 2023-03-31 | $860k | 6.6k | 129.50 |
| 2022-12-31 | $826M | 6.1k | 135860.14 |
| 2022-09-30 | $672k | 5.6k | 121.08 |
| 2022-06-30 | $488k | 3.8k | 128.18 |
| 2022-03-31 | $562k | 4.1k | 137.11 |
| 2021-12-31 | $570k | 4.0k | 140.78 |
| 2021-09-30 | $514k | 4.0k | 127.29 |
| 2021-03-31 | $457k | 3.9k | 116.85 |
| 2020-12-31 | $485k | 4.3k | 112.97 |
| 2020-09-30 | $463k | 4.4k | 104.12 |
| 2020-06-30 | $895k | 8.9k | 100.12 |
| 2019-12-31 | $439k | 4.3k | 101.81 |