Health Care SPDR shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $291k | 1.9k | 154.80 |
| 2025-09-30 | $282k | 2.0k | 139.17 |
| 2025-06-30 | $273k | 2.0k | 134.79 |
| 2025-03-31 | $296k | 2.0k | 146.01 |
| 2024-12-31 | $278k | 2.0k | 137.57 |
| 2024-09-30 | $371k | 2.4k | 154.02 |
| 2024-03-31 | $370k | 2.5k | 147.73 |
| 2023-12-31 | $318k | 2.3k | 136.38 |
| 2022-12-31 | $357k | 2.6k | 135.85 |
| 2022-09-30 | $291k | 2.4k | 121.30 |