Health Care SPDR shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 8.1k | 139.17 |
| 2025-06-30 | $1.1M | 7.9k | 134.79 |
| 2025-03-31 | $1.1M | 7.9k | 146.01 |
| 2024-12-31 | $1.0M | 7.4k | 137.57 |
| 2024-09-30 | $1.2M | 7.5k | 154.02 |
| 2024-06-30 | $1.1M | 7.5k | 145.75 |
| 2024-03-31 | $1.1M | 7.4k | 147.73 |
| 2023-12-31 | $962k | 7.1k | 136.38 |
| 2023-09-30 | $909k | 7.1k | 128.74 |
| 2023-06-30 | $885k | 6.7k | 132.73 |
| 2023-03-31 | $876k | 6.8k | 129.46 |
| 2022-12-31 | $956k | 7.0k | 135.85 |
| 2022-09-30 | $934k | 7.7k | 121.05 |
| 2022-06-30 | $1.0M | 7.8k | 128.22 |
| 2022-03-31 | $1.0M | 7.6k | 137.00 |
| 2021-12-31 | $1.3M | 9.1k | 140.91 |
| 2021-09-30 | $1.2M | 9.7k | 127.33 |
| 2021-06-30 | $1.2M | 9.7k | 125.95 |
| 2021-03-31 | $1.5M | 13k | 116.77 |
| 2020-12-31 | $5.8M | 51k | 113.45 |
| 2020-09-30 | $5.3M | 51k | 105.49 |
| 2020-06-30 | $5.1M | 51k | 100.07 |
| 2020-03-31 | $4.5M | 51k | 88.59 |
| 2019-12-31 | $4.7M | 46k | 101.85 |