Health Care SPDR shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM Wealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by FSM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $303k | 2.2k | 139.19 |
| 2025-06-30 | $292k | 2.2k | 134.38 |
| 2025-03-31 | $280k | 1.9k | 146.03 |
| 2024-12-31 | $270k | 1.9k | 141.12 |
| 2024-09-30 | $242k | 1.6k | 154.02 |
| 2024-06-30 | $236k | 1.6k | 145.75 |
| 2024-03-31 | $240k | 1.6k | 147.73 |