Health Care SPDR shares owned by Blue Zone Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Blue Zone Wealth Advisors
from 13F filings
Historical chart of Blue Zone Wealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Blue Zone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $205k | 1.3k | 153.98 |
| 2023-12-31 | $729k | 5.3k | 136.38 |
| 2023-09-30 | $688k | 5.3k | 128.73 |
| 2023-06-30 | $734k | 5.5k | 132.72 |
| 2023-03-31 | $727k | 5.6k | 129.46 |
| 2022-12-31 | $1.3M | 9.3k | 135.85 |
| 2022-09-30 | $1.2M | 10k | 121.15 |
| 2022-06-30 | $3.6M | 28k | 128.25 |
| 2022-03-31 | $5.2M | 38k | 137.00 |
| 2021-12-31 | $6.0M | 43k | 140.89 |
| 2021-09-30 | $5.3M | 42k | 127.30 |
| 2021-06-30 | $5.3M | 42k | 125.94 |
| 2021-03-31 | $5.0M | 43k | 116.74 |
| 2020-12-31 | $5.0M | 44k | 113.44 |
| 2020-09-30 | $4.7M | 44k | 105.48 |
| 2020-06-30 | $5.4M | 54k | 100.07 |
| 2020-03-31 | $3.5M | 39k | 88.58 |
| 2019-12-31 | $3.6M | 35k | 101.86 |