Health Care SPDR shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $247k | 1.7k | 143.19 |
| 2025-06-30 | $249k | 1.8k | 134.79 |
| 2025-03-31 | $334k | 2.3k | 146.01 |
| 2024-12-31 | $304k | 2.2k | 137.57 |
| 2024-09-30 | $340k | 2.2k | 154.02 |
| 2024-06-30 | $314k | 2.2k | 145.75 |
| 2024-03-31 | $265k | 1.8k | 147.73 |
| 2023-12-31 | $266k | 2.0k | 136.38 |
| 2023-09-30 | $254k | 2.0k | 128.74 |
| 2023-06-30 | $297k | 2.2k | 132.71 |
| 2023-03-31 | $309k | 2.4k | 129.44 |
| 2022-12-31 | $315k | 2.3k | 135.85 |
| 2022-09-30 | $287k | 2.4k | 121.25 |
| 2022-06-30 | $312k | 2.4k | 128.08 |
| 2022-03-31 | $409k | 3.0k | 136.97 |
| 2021-12-31 | $431k | 3.1k | 140.80 |
| 2021-09-30 | $398k | 3.1k | 127.32 |
| 2021-06-30 | $398k | 3.2k | 126.03 |
| 2021-03-31 | $359k | 3.1k | 116.75 |
| 2020-12-31 | $369k | 3.3k | 113.54 |
| 2020-09-30 | $342k | 3.2k | 105.39 |
| 2020-06-30 | $327k | 3.2k | 100.77 |
| 2020-03-31 | $298k | 3.4k | 88.69 |
| 2019-12-31 | $328k | 3.2k | 101.86 |
| 2019-09-30 | $283k | 3.1k | 90.13 |
| 2019-06-30 | $319k | 3.4k | 92.73 |
| 2019-03-31 | $311k | 3.4k | 91.88 |
| 2018-12-31 | $324k | 3.7k | 86.52 |
| 2018-09-30 | $340k | 3.8k | 90.19 |
| 2018-06-30 | $319k | 3.8k | 83.51 |
| 2018-03-31 | $310k | 3.8k | 81.36 |
| 2017-12-31 | $319k | 3.9k | 82.64 |
| 2017-09-30 | $324k | 4.0k | 81.82 |
| 2017-06-30 | $322k | 4.1k | 79.31 |
| 2017-03-31 | $341k | 4.6k | 74.37 |
| 2016-12-31 | $247k | 3.6k | 68.90 |