Health Care SPDR shares owned by Benchmark Financial Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Benchmark Financial Wealth Advisors
from 13F filings
Historical chart of Benchmark Financial Wealth Advisors investment in Health Care SPDR
Tip: Access up to 7 years of quarterly data
All positions including Health Care SPDR held by Benchmark Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Health Care SPDR by Benchmark Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $10M | 74k | 137.57 |
| 2024-09-30 | $13M | 81k | 154.02 |
| 2024-06-30 | $11M | 78k | 145.75 |
| 2024-03-31 | $11M | 72k | 147.73 |
| 2023-12-31 | $9.3M | 68k | 136.38 |
| 2023-09-30 | $9.0M | 70k | 128.74 |
| 2023-06-30 | $8.7M | 66k | 132.73 |
| 2023-03-31 | $7.9M | 61k | 129.46 |
| 2022-12-31 | $8.0M | 59k | 135.85 |
| 2022-09-30 | $6.6M | 55k | 121.11 |
| 2022-06-30 | $6.8M | 53k | 128.24 |
| 2022-03-31 | $7.0M | 51k | 137.00 |
| 2021-12-31 | $7.0M | 50k | 140.90 |
| 2021-09-30 | $5.4M | 42k | 127.31 |
| 2021-06-30 | $1.0M | 8.1k | 125.90 |
| 2021-03-31 | $327k | 2.8k | 116.83 |
More positions owned by Benchmark Financial Wealth Advisors
View all positions for Benchmark Financial Wealth Advisors