Health Care SPDR shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $319k | 2.3k | 137.57 |
| 2024-09-30 | $364k | 2.4k | 154.02 |
| 2024-06-30 | $399k | 2.7k | 145.75 |
| 2024-03-31 | $430k | 2.9k | 147.73 |
| 2023-12-31 | $430k | 3.1k | 136.38 |
| 2023-09-30 | $318k | 2.5k | 128.74 |
| 2023-06-30 | $341k | 2.6k | 132.73 |
| 2023-03-31 | $333k | 2.6k | 129.46 |
| 2022-12-31 | $344k | 2.5k | 135.85 |
| 2022-09-30 | $307k | 2.5k | 121.10 |
| 2022-06-30 | $347k | 2.7k | 128.28 |
| 2022-03-31 | $329k | 2.4k | 136.80 |
| 2021-12-31 | $339k | 2.4k | 140.96 |
| 2021-09-30 | $306k | 2.4k | 127.23 |
| 2021-06-30 | $303k | 2.4k | 125.99 |
| 2021-03-31 | $290k | 2.5k | 116.94 |
| 2020-12-31 | $280k | 2.5k | 112.90 |
| 2020-09-30 | $262k | 2.5k | 105.65 |
| 2020-06-30 | $250k | 2.5k | 100.81 |
| 2020-03-31 | $220k | 2.5k | 88.64 |
| 2019-12-31 | $243k | 2.4k | 102.02 |
| 2019-09-30 | $216k | 2.4k | 90.19 |
| 2019-06-30 | $225k | 2.4k | 92.52 |
| 2019-03-31 | $255k | 2.8k | 91.66 |
| 2018-12-31 | $255k | 3.0k | 86.38 |
| 2018-09-30 | $288k | 3.0k | 94.99 |
| 2018-06-30 | $253k | 3.0k | 83.44 |
| 2018-03-31 | $254k | 3.1k | 81.10 |
| 2017-12-31 | $261k | 3.2k | 82.67 |
| 2017-09-30 | $305k | 3.7k | 81.73 |
| 2017-06-30 | $304k | 3.8k | 79.33 |
| 2017-03-31 | $278k | 3.7k | 74.49 |
| 2016-12-31 | $228k | 3.3k | 69.05 |
| 2016-09-30 | $217k | 3.0k | 72.29 |
| 2016-06-30 | $216k | 3.0k | 71.95 |
| 2016-03-31 | $203k | 3.0k | 67.62 |
| 2015-12-31 | $216k | 3.0k | 71.95 |
| 2015-09-30 | $199k | 3.0k | 66.29 |
| 2015-06-30 | $279k | 3.8k | 74.36 |
| 2015-03-31 | $347k | 4.8k | 72.31 |
| 2014-12-31 | $364k | 5.3k | 68.37 |
| 2014-09-30 | $388k | 6.1k | 63.88 |
| 2014-06-30 | $369k | 6.1k | 60.75 |
| 2014-03-31 | $355k | 6.1k | 58.45 |
| 2013-12-31 | $337k | 6.1k | 55.48 |
| 2013-09-30 | $312k | 6.2k | 50.53 |
| 2013-06-30 | $318k | 6.7k | 47.65 |
More positions owned by Blue Bell Private Wealth Management
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