Health Care SPDR shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Health Care SPDR
Tip: Access up to 7 years of quarterly data
All positions including Health Care SPDR held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Health Care SPDR by Balboa Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $765k | 5.0k | 154.03 |
2024-06-30 | $729k | 5.0k | 145.74 |
2024-03-31 | $555k | 3.8k | 147.72 |
2023-12-31 | $654k | 4.8k | 136.38 |
2023-09-30 | $606k | 4.7k | 128.73 |
2023-06-30 | $645k | 4.9k | 132.72 |
2023-03-31 | $617k | 4.8k | 129.46 |
2022-12-31 | $1.1M | 8.3k | 135.85 |
2022-09-30 | $844k | 7.0k | 121.18 |