Health Care SPDR shares owned by Financial Advocates Investment Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Financial Advocates Investment Management
from 13F filings
Historical chart of Financial Advocates Investment Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Financial Advocates Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 7.5k | 139.17 |
| 2025-06-30 | $2.1M | 16k | 134.79 |
| 2025-03-31 | $3.0M | 20k | 146.01 |
| 2024-12-31 | $3.7M | 27k | 137.57 |
| 2024-09-30 | $15M | 97k | 151.44 |
| 2024-06-30 | $6.1M | 42k | 145.75 |
| 2024-03-31 | $7.7M | 62k | 124.23 |
| 2023-12-31 | $6.9M | 61k | 112.38 |
| 2023-09-30 | $4.6M | 39k | 117.67 |
| 2023-06-30 | $4.4M | 33k | 132.73 |
| 2023-03-31 | $5.6M | 43k | 129.46 |
| 2022-12-31 | $6.8M | 50k | 135.85 |
| 2022-09-30 | $3.8M | 31k | 120.66 |
| 2022-06-30 | $5.4M | 42k | 128.23 |
| 2022-03-31 | $5.6M | 41k | 136.98 |
| 2021-12-31 | $3.7M | 26k | 140.89 |
| 2021-09-30 | $3.2M | 25k | 127.31 |
| 2021-06-30 | $4.4M | 35k | 125.97 |
| 2021-03-31 | $4.3M | 37k | 116.75 |
| 2020-12-31 | $7.9M | 58k | 137.06 |
| 2020-09-30 | $3.9M | 37k | 105.48 |
| 2020-06-30 | $6.6M | 66k | 100.00 |
| 2020-03-31 | $2.7M | 30k | 88.58 |
| 2019-12-31 | $2.8M | 27k | 101.87 |
| 2019-09-30 | $2.4M | 26k | 90.13 |
| 2019-06-30 | $2.4M | 26k | 92.62 |
| 2019-03-31 | $2.4M | 26k | 91.74 |
| 2018-12-31 | $2.8M | 34k | 83.79 |
| 2018-09-30 | $3.2M | 35k | 90.44 |
| 2018-06-30 | $3.4M | 41k | 83.64 |
| 2018-03-31 | $3.2M | 40k | 81.40 |
| 2017-12-31 | $2.9M | 35k | 82.67 |
More positions owned by Financial Advocates Investment Management
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