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Health Care SPDR shares owned by Coastal Investment Advisors

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Coastal Investment Advisors from 13F filings

Historical chart of Coastal Investment Advisors investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Health Care SPDR by Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 24k 147.73
2023-12-31 $1.9M 14k 136.38
2023-09-30 $780k 5.9k 132.73
2023-06-30 $780k 5.9k 132.73
2023-03-31 $750k 5.8k 129.46
2022-12-31 $770k 5.7k 135.85
2022-09-30 $686k 5.7k 121.16
2022-06-30 $734k 5.7k 129.70
2022-03-31 $734k 5.4k 136.94
2021-12-31 $456k 3.2k 140.74
2021-09-30 $434k 3.4k 127.20
2021-06-30 $429k 3.4k 126.03
2021-03-31 $396k 3.4k 116.64
2020-12-31 $392k 3.5k 113.39
2020-09-30 $362k 3.4k 105.42
2020-06-30 $420k 4.2k 100.02
2020-03-31 $270k 3.0k 88.61
2019-12-31 $544k 5.4k 100.00
2019-09-30 $515k 5.7k 90.00
2019-06-30 $557k 6.1k 91.35
2019-03-31 $372k 4.2k 88.24