Health Care SPDR shares owned by GeoWealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.3M | 32k | 137.57 |
| 2024-09-30 | $3.7M | 24k | 154.02 |
| 2024-06-30 | $5.8M | 40k | 145.75 |
| 2024-03-31 | $11M | 72k | 147.73 |
| 2023-09-30 | $9.4M | 73k | 128.73 |
| 2023-06-30 | $9.7M | 73k | 132.73 |
| 2023-03-31 | $9.2M | 71k | 129.47 |
| 2022-12-31 | $14M | 102k | 135.84 |
| 2022-09-30 | $13M | 109k | 121.12 |
| 2022-06-30 | $13M | 99k | 128.24 |
| 2022-03-31 | $12M | 87k | 137.00 |
| 2021-12-31 | $11M | 75k | 140.89 |
| 2021-09-30 | $9.4M | 74k | 127.34 |
| 2021-06-30 | $12M | 94k | 125.97 |
| 2021-03-31 | $11M | 91k | 116.76 |
| 2020-12-31 | $7.8M | 68k | 113.77 |
| 2020-09-30 | $5.3M | 51k | 105.56 |
| 2020-06-30 | $3.1M | 31k | 100.05 |
| 2020-03-31 | $410k | 4.4k | 93.75 |