Health Care SPDR shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $271k | 2.0k | 139.17 |
| 2025-06-30 | $263k | 2.0k | 134.79 |
| 2025-03-31 | $299k | 2.0k | 146.01 |
| 2024-12-31 | $282k | 2.0k | 137.57 |
| 2024-09-30 | $316k | 2.0k | 154.02 |
| 2024-06-30 | $296k | 2.0k | 144.41 |
More positions owned by Heritage Wealth Management
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