Health Care SPDR shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $890k | 6.4k | 139.17 |
| 2025-06-30 | $726k | 5.4k | 134.79 |
| 2025-03-31 | $786k | 5.4k | 146.01 |
| 2024-12-31 | $741k | 5.4k | 137.57 |
| 2024-09-30 | $789k | 5.1k | 154.02 |
| 2024-06-30 | $747k | 5.1k | 145.75 |
| 2024-03-31 | $79k | 850 | 92.89 |
| 2023-12-31 | $699k | 5.1k | 136.38 |
| 2023-09-30 | $660k | 5.1k | 128.74 |
| 2023-06-30 | $680k | 5.1k | 132.73 |
| 2023-03-31 | $666k | 5.1k | 129.46 |
| 2022-12-31 | $696k | 5.1k | 135.85 |
| 2022-09-30 | $621k | 5.1k | 121.11 |
| 2022-06-30 | $657k | 5.1k | 128.22 |
| 2022-03-31 | $702k | 5.1k | 137.00 |
| 2021-12-31 | $722k | 5.1k | 140.89 |
| 2021-09-30 | $652k | 5.1k | 127.30 |
| 2021-06-30 | $645k | 5.1k | 125.95 |
| 2021-03-31 | $598k | 5.1k | 116.74 |
| 2020-12-31 | $538k | 4.7k | 113.41 |
| 2020-09-30 | $500k | 4.7k | 105.48 |
| 2020-06-30 | $474k | 1.2k | 406.17 |
| 2020-03-31 | $420k | 4.7k | 88.58 |
| 2019-12-31 | $483k | 4.7k | 101.86 |
| 2019-09-30 | $568k | 6.3k | 89.97 |
| 2019-06-30 | $1.1M | 11k | 92.64 |
| 2019-03-31 | $1.3M | 14k | 91.75 |
| 2018-12-31 | $1.8M | 21k | 86.48 |