Health Care SPDR shares owned by Concentrum Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Concentrum Wealth Management
from 13F filings
Historical chart of Concentrum Wealth Management investment in Health Care SPDR
Tip: Access up to 7 years of quarterly data
All positions including Health Care SPDR held by Concentrum Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Health Care SPDR by Concentrum Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 14k | 154.02 |
| 2024-06-30 | $2.1M | 14k | 145.76 |
| 2024-03-31 | $2.0M | 14k | 147.72 |
| 2023-12-31 | $1.9M | 14k | 136.38 |
| 2023-09-30 | $1.9M | 15k | 132.24 |
| 2023-06-30 | $1.7M | 13k | 131.32 |
| 2023-03-31 | $1.5M | 12k | 127.89 |
| 2022-12-31 | $1.7M | 12k | 135.90 |
| 2022-09-30 | $1.3M | 10k | 121.09 |
More positions owned by Concentrum Wealth Management
View all positions for Concentrum Wealth Management