Health Care SPDR shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Health Care SPDR
Tip: Access up to 7 years of quarterly data
All positions including Health Care SPDR held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Health Care SPDR by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $758k | 4.9k | 154.80 |
| 2025-09-30 | $421k | 3.0k | 139.18 |
| 2025-06-30 | $508k | 3.8k | 134.80 |
| 2025-03-31 | $550k | 3.8k | 146.02 |
| 2024-12-31 | $533k | 3.9k | 137.58 |
| 2024-09-30 | $604k | 3.9k | 154.02 |
| 2024-06-30 | $550k | 3.8k | 145.76 |
| 2024-03-31 | $594k | 4.0k | 147.73 |
| 2023-12-31 | $548k | 4.0k | 136.39 |
| 2023-09-30 | $517k | 4.0k | 128.74 |
| 2023-06-30 | $539k | 4.1k | 132.73 |
| 2023-03-31 | $539k | 4.2k | 129.45 |
| 2022-12-31 | $570k | 4.2k | 135.84 |
| 2022-09-30 | $525k | 4.3k | 121.14 |
| 2022-06-30 | $618k | 4.8k | 128.32 |
| 2022-03-31 | $762k | 5.6k | 137.03 |
| 2021-12-31 | $783k | 5.6k | 140.90 |
| 2021-09-30 | $640k | 5.0k | 127.36 |
| 2021-06-30 | $669k | 5.3k | 126.04 |
| 2021-03-31 | $623k | 5.3k | 116.73 |
| 2020-12-31 | $580k | 5.1k | 113.44 |
| 2020-09-30 | $526k | 5.0k | 105.54 |
| 2020-06-30 | $466k | 4.7k | 100.02 |
| 2020-03-31 | $421k | 4.7k | 88.65 |
| 2019-12-31 | $534k | 534 | 1000.00 |
| 2019-06-30 | $284k | 3.1k | 92.75 |
| 2019-03-31 | $601k | 6.5k | 91.84 |
| 2018-12-31 | $692k | 8.0k | 86.49 |
| 2017-12-31 | $617k | 7.5k | 82.74 |
| 2017-09-30 | $373k | 4.6k | 81.76 |
| 2017-06-30 | $779k | 9.9k | 79.05 |
| 2015-06-30 | $1.2M | 16k | 74.41 |
| 2015-03-31 | $1.9M | 26k | 72.49 |
| 2014-12-31 | $1.8M | 26k | 68.39 |
| 2014-09-30 | $1.3M | 21k | 64.25 |
| 2014-06-30 | $1.4M | 23k | 60.82 |
| 2014-03-31 | $1.3M | 23k | 58.50 |
| 2013-12-31 | $1.3M | 24k | 55.46 |
| 2013-09-30 | $8.0k | 151 | 52.98 |
| 2013-06-30 | $3.0M | 64k | 47.60 |
More positions owned by Institute For Wealth Management
View all positions for Institute For Wealth Management