Health Care SPDR shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 23k | 154.02 |
| 2024-06-30 | $3.2M | 22k | 145.75 |
| 2024-03-31 | $3.2M | 22k | 147.73 |
| 2023-12-31 | $2.9M | 21k | 136.38 |
| 2023-09-30 | $2.5M | 20k | 128.74 |
| 2023-06-30 | $2.3M | 18k | 132.73 |
| 2023-03-31 | $2.2M | 17k | 129.46 |
| 2022-12-31 | $2.4M | 18k | 135.85 |
| 2022-09-30 | $2.5M | 21k | 121.13 |
| 2022-06-30 | $2.7M | 21k | 128.23 |
| 2022-03-31 | $2.8M | 21k | 137.00 |
| 2021-12-31 | $3.1M | 22k | 140.88 |
| 2021-09-30 | $2.7M | 21k | 127.31 |
| 2020-09-30 | $28k | 262 | 106.87 |
| 2018-09-30 | $23k | 241 | 95.44 |
| 2018-03-31 | $7.0k | 85 | 82.35 |
| 2017-12-31 | $1.0k | 15 | 66.67 |
| 2016-03-31 | $9.0k | 126 | 71.43 |
| 2015-12-31 | $9.0k | 126 | 71.43 |