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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

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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