Health Care SPDR shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.2M | 7.1k | 164.15 |
| 2026-03-31 | $913k | 6.4k | 143.49 |
| 2025-12-31 | $725k | 4.6k | 157.71 |
| 2025-09-30 | $488k | 3.4k | 144.49 |
| 2025-06-30 | $514k | 3.8k | 134.80 |
| 2025-03-31 | $552k | 3.8k | 146.03 |
| 2024-12-31 | $512k | 3.7k | 137.58 |
| 2024-09-30 | $548k | 3.6k | 154.02 |
| 2024-06-30 | $519k | 3.6k | 145.74 |
| 2024-03-31 | $599k | 4.1k | 147.75 |
| 2023-12-31 | $535k | 3.9k | 136.37 |
| 2023-09-30 | $446k | 3.5k | 128.72 |
| 2023-06-30 | $452k | 3.4k | 132.75 |
| 2023-03-31 | $1.3M | 6.6k | 197.92 |
| 2022-12-31 | $953k | 7.0k | 135.91 |
| 2022-09-30 | $428k | 3.5k | 121.04 |
| 2022-06-30 | $242k | 1.9k | 128.18 |
| 2022-03-31 | $491k | 3.6k | 137.11 |
| 2021-12-31 | $525k | 3.7k | 140.90 |
| 2021-09-30 | $512k | 4.0k | 127.43 |
| 2021-06-30 | $506k | 4.0k | 126.03 |
| 2021-03-31 | $540k | 4.6k | 116.81 |
| 2020-12-31 | $422k | 3.7k | 113.56 |
| 2020-09-30 | $388k | 3.7k | 105.41 |
| 2020-06-30 | $514k | 5.1k | 100.08 |
| 2020-03-31 | $430k | 4.9k | 88.57 |