Health Care SPDR shares owned by HB Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 21k | 154.02 |
| 2024-06-30 | $2.9M | 20k | 145.75 |
| 2024-03-31 | $2.2M | 15k | 147.73 |
| 2023-12-31 | $2.2M | 16k | 136.38 |
| 2023-09-30 | $2.2M | 17k | 128.74 |
| 2023-06-30 | $2.3M | 17k | 132.73 |
| 2023-03-31 | $2.5M | 19k | 129.46 |
| 2022-12-31 | $2.7M | 20k | 135.85 |
| 2022-09-30 | $2.0M | 16k | 121.09 |
| 2022-06-30 | $1.6M | 12k | 128.22 |
| 2022-03-31 | $1.6M | 12k | 136.99 |
| 2021-12-31 | $1.7M | 12k | 140.92 |
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