Health Care SPDR shares owned by Hillcrest Wealth Advisors - NY
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Hillcrest Wealth Advisors - NY
from 13F filings
Historical chart of Hillcrest Wealth Advisors - NY investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Hillcrest Wealth Advisors - NY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 8.5k | 139.17 |
| 2025-06-30 | $1.3M | 9.7k | 134.79 |
| 2025-03-31 | $1.4M | 9.7k | 146.01 |
| 2024-12-31 | $1.3M | 9.7k | 137.57 |
| 2024-09-30 | $1.5M | 9.7k | 154.02 |
| 2024-06-30 | $1.4M | 9.7k | 145.75 |
| 2024-03-31 | $1.4M | 9.7k | 147.73 |
| 2023-12-31 | $1.5M | 11k | 136.38 |
| 2023-09-30 | $1.5M | 12k | 128.74 |
| 2023-06-30 | $1.6M | 12k | 132.73 |
| 2023-03-31 | $1.7M | 13k | 129.46 |
| 2022-12-31 | $1.7M | 12k | 135.85 |
| 2022-09-30 | $1.7M | 14k | 121.08 |
| 2022-06-30 | $1.8M | 14k | 128.23 |
| 2022-03-31 | $1.8M | 13k | 136.97 |
| 2021-12-31 | $2.0M | 14k | 140.87 |
| 2021-09-30 | $1.6M | 13k | 127.29 |
| 2021-06-30 | $1.7M | 13k | 125.92 |
| 2021-03-31 | $1.9M | 16k | 116.74 |
| 2020-12-31 | $1.5M | 13k | 113.43 |
| 2020-09-30 | $866k | 8.2k | 105.44 |
| 2020-06-30 | $574k | 5.7k | 100.03 |
| 2020-03-31 | $455k | 5.1k | 88.56 |
| 2019-12-31 | $400k | 3.9k | 101.91 |
| 2019-09-30 | $1.1M | 12k | 90.10 |
| 2019-06-30 | $1.1M | 12k | 92.64 |
| 2019-03-31 | $1.1M | 12k | 91.74 |
| 2018-12-31 | $991k | 12k | 86.52 |
More positions owned by Hillcrest Wealth Advisors - NY
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