Health Care SPDR shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.6M | 44k | 147.73 |
| 2023-12-31 | $5.5M | 40k | 136.38 |
| 2023-09-30 | $5.0M | 39k | 128.74 |
| 2023-06-30 | $4.8M | 36k | 132.73 |
| 2023-03-31 | $4.7M | 36k | 129.46 |
| 2022-12-31 | $4.8M | 35k | 135.85 |
More positions owned by Kellett Schaffner Wealth Advisors
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