Health Care SPDR shares owned by BigSur Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by BigSur Wealth Management
from 13F filings
Historical chart of BigSur Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by BigSur Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.4M | 18k | 136.38 |
| 2023-09-30 | $2.1M | 16k | 128.74 |
| 2023-06-30 | $2.1M | 16k | 132.73 |
| 2023-03-31 | $2.1M | 17k | 129.46 |
| 2022-12-31 | $2.7M | 20k | 135.85 |
| 2022-09-30 | $2.4M | 20k | 121.09 |
| 2022-06-30 | $3.0M | 24k | 128.24 |
| 2022-03-31 | $3.0M | 22k | 137.01 |
| 2021-12-31 | $2.8M | 20k | 140.90 |
| 2021-09-30 | $2.6M | 20k | 127.32 |
| 2021-06-30 | $2.5M | 20k | 125.93 |
| 2021-03-31 | $2.4M | 20k | 116.76 |
| 2020-12-31 | $2.2M | 19k | 113.44 |
| 2020-09-30 | $2.0M | 19k | 105.48 |
| 2020-06-30 | $1.3M | 13k | 100.08 |
| 2020-03-31 | $1.1M | 13k | 88.54 |
| 2019-12-31 | $1.1M | 11k | 102.52 |
| 2019-09-30 | $1.0M | 11k | 90.11 |
| 2019-06-30 | $1.0M | 11k | 93.08 |
| 2019-03-31 | $1.0M | 11k | 91.73 |
| 2018-12-31 | $962k | 11k | 86.51 |
| 2018-09-30 | $1.1M | 11k | 95.14 |
| 2018-06-30 | $928k | 11k | 83.45 |
| 2018-03-31 | $905k | 11k | 81.38 |
| 2017-12-31 | $919k | 11k | 82.64 |
| 2017-09-30 | $927k | 11k | 81.75 |
| 2017-06-30 | $903k | 11k | 79.63 |
| 2017-03-31 | $857k | 11k | 75.57 |
| 2016-12-31 | $434k | 6.3k | 68.89 |