Health Care SPDR shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $15M | 96k | 154.80 |
| 2025-09-30 | $1.3M | 9.3k | 139.16 |
| 2025-06-30 | $568k | 4.2k | 134.80 |
| 2025-03-31 | $2.1M | 15k | 146.00 |
| 2024-12-31 | $2.1M | 15k | 137.57 |
| 2024-09-30 | $4.1M | 27k | 154.02 |
| 2024-06-30 | $3.7M | 26k | 145.75 |
| 2024-03-31 | $1.9M | 13k | 147.73 |
| 2023-12-31 | $676k | 5.0k | 136.38 |
| 2023-06-30 | $370k | 2.8k | 132.73 |
| 2023-03-31 | $1.0M | 7.9k | 129.46 |
| 2022-12-31 | $1.7M | 13k | 135.87 |
| 2022-09-30 | $507k | 4.2k | 121.18 |
| 2022-06-30 | $1.1M | 8.9k | 128.25 |
| 2022-03-31 | $592k | 4.3k | 136.88 |
| 2021-12-31 | $1.1M | 7.6k | 140.84 |