Health Care SPDR shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in Health Care SPDR
Tip: Access up to 7 years of quarterly data
All positions including Health Care SPDR held by Capital Advisors Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Health Care SPDR by Capital Advisors Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $289k | 2.0k | 147.72 |
2023-12-31 | $962k | 7.1k | 136.38 |
2023-09-30 | $930k | 7.2k | 128.73 |
2023-06-30 | $3.2M | 24k | 132.73 |
2023-03-31 | $3.1M | 24k | 129.46 |
2022-12-31 | $2.8M | 21k | 135.85 |
2022-09-30 | $2.5M | 20k | 121.08 |
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