Health Care SPDR shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 71k | 139.17 |
| 2023-09-30 | $4.1M | 32k | 128.74 |
| 2021-12-31 | $6.5M | 51k | 129.04 |
More positions owned by Heirloom Wealth Management
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