Health Care SPDR shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.6M | 12k | 137.57 |
| 2024-09-30 | $1.6M | 11k | 154.02 |
| 2024-06-30 | $1.7M | 12k | 145.75 |
| 2024-03-31 | $2.3M | 16k | 147.73 |
| 2023-12-31 | $2.1M | 15k | 136.38 |
| 2023-09-30 | $1.9M | 15k | 128.74 |
| 2023-06-30 | $1.9M | 15k | 132.73 |
| 2023-03-31 | $1.9M | 15k | 129.46 |
| 2022-12-31 | $2.2M | 16k | 135.85 |
| 2022-09-30 | $2.0M | 17k | 121.08 |
| 2022-06-30 | $2.0M | 16k | 128.25 |
| 2022-03-31 | $1.8M | 13k | 136.97 |
| 2021-12-31 | $1.5M | 11k | 140.86 |
| 2021-09-30 | $1.2M | 9.7k | 127.30 |
| 2021-06-30 | $1.1M | 9.0k | 125.92 |
| 2021-03-31 | $988k | 8.5k | 116.78 |
More positions owned by Aurum Wealth Management Group
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