Health Care SPDR shares owned by Comprehensive Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Comprehensive Wealth Management
from 13F filings
Historical chart of Comprehensive Wealth Management investment in Health Care SPDR
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All positions including Health Care SPDR held by Comprehensive Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Health Care SPDR by Comprehensive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 9.3k | 139.17 |
| 2025-06-30 | $988k | 7.3k | 134.79 |
| 2025-03-31 | $1.0M | 7.0k | 146.01 |
| 2024-12-31 | $828k | 6.0k | 137.57 |
| 2024-09-30 | $787k | 5.1k | 154.02 |
| 2024-06-30 | $709k | 4.9k | 145.75 |
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