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Health Care SPDR shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in Health Care SPDR

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All positions including Health Care SPDR held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Health Care SPDR by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $11M 77k 146.61
2025-12-31 $876k 5.7k 154.79
2025-09-30 $652k 4.7k 139.16
2025-06-30 $688k 5.1k 134.79
2024-12-31 $11M 78k 137.57
2019-12-31 $2.2M 22k 101.88
2017-03-31 $215k 2.9k 74.04