Health Care SPDR shares owned by Focused Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 77k | 154.02 |
| 2024-06-30 | $11M | 75k | 145.75 |
| 2024-03-31 | $11M | 72k | 147.73 |
| 2023-12-31 | $9.3M | 69k | 136.38 |
| 2023-09-30 | $8.9M | 69k | 128.74 |
| 2023-06-30 | $8.8M | 66k | 132.73 |
| 2023-03-31 | $8.3M | 64k | 129.46 |
| 2022-12-31 | $9.0M | 66k | 135.85 |
| 2022-09-30 | $7.9M | 65k | 121.10 |
| 2022-06-30 | $8.0M | 63k | 128.24 |
| 2022-03-31 | $8.5M | 62k | 136.99 |
| 2021-12-31 | $8.4M | 59k | 140.89 |
| 2021-09-30 | $7.4M | 58k | 127.31 |
| 2021-06-30 | $7.2M | 58k | 125.96 |
| 2021-03-31 | $6.4M | 55k | 116.75 |
| 2020-12-31 | $5.9M | 52k | 113.45 |
| 2020-09-30 | $5.3M | 50k | 105.48 |
| 2020-06-30 | $4.7M | 47k | 100.06 |
| 2015-09-30 | $3.0k | 52 | 57.69 |