Health Care SPDR shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 17k | 147.73 |
| 2023-12-31 | $2.3M | 17k | 136.38 |
| 2023-09-30 | $2.2M | 17k | 128.74 |
| 2023-06-30 | $2.4M | 18k | 132.73 |
| 2023-03-31 | $2.3M | 18k | 129.46 |
| 2022-12-31 | $2.3M | 17k | 135.85 |
| 2022-09-30 | $1.9M | 16k | 121.12 |
| 2022-06-30 | $2.0M | 16k | 128.22 |
| 2022-03-31 | $1.7M | 13k | 137.01 |
| 2021-12-31 | $1.6M | 11k | 140.89 |
| 2021-09-30 | $1.5M | 12k | 127.33 |
| 2021-06-30 | $1.5M | 12k | 125.92 |
| 2021-03-31 | $1.5M | 13k | 116.77 |
| 2020-12-31 | $1.8M | 16k | 113.45 |
| 2020-09-30 | $1.7M | 16k | 105.46 |
| 2020-06-30 | $1.6M | 16k | 100.08 |
| 2020-03-31 | $1.4M | 16k | 88.57 |
| 2019-12-31 | $1.8M | 18k | 101.85 |
| 2019-09-30 | $1.6M | 18k | 90.13 |
| 2019-06-30 | $1.7M | 19k | 92.63 |
| 2019-03-31 | $1.7M | 18k | 91.76 |
| 2018-12-31 | $1.6M | 18k | 86.48 |
| 2018-09-30 | $1.6M | 17k | 95.13 |
| 2018-06-30 | $1.4M | 17k | 83.47 |