Health Care SPDR shares owned by Fortis Group Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Fortis Group Advisors
from 13F filings
Historical chart of Fortis Group Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Fortis Group Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 24k | 139.17 |
| 2025-06-30 | $17k | 124 | 134.79 |
| 2025-03-31 | $6.4M | 44k | 146.02 |
| 2024-12-31 | $17k | 124 | 137.57 |
| 2024-09-30 | $7.5M | 49k | 154.02 |
| 2024-06-30 | $672k | 4.6k | 145.75 |
| 2024-03-31 | $1.9M | 13k | 147.73 |
| 2023-12-31 | $1.4M | 11k | 129.46 |
| 2023-09-30 | $1.4M | 11k | 129.46 |
| 2023-06-30 | $1.1M | 8.3k | 132.73 |
| 2023-03-31 | $4.1M | 31k | 133.53 |
| 2020-09-30 | $929k | 8.9k | 104.84 |