Health Care SPDR shares owned by Key Client Fiduciary Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Key Client Fiduciary Advisors
from 13F filings
Historical chart of Key Client Fiduciary Advisors investment in Health Care SPDR
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All positions including Health Care SPDR held by Key Client Fiduciary Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.2M | 7.8k | 154.02 |
2024-06-30 | $707k | 4.8k | 145.75 |
2024-03-31 | $706k | 4.8k | 147.73 |
2023-12-31 | $690k | 5.1k | 136.37 |
2023-09-30 | $645k | 5.0k | 128.74 |
2023-06-30 | $730k | 5.5k | 132.72 |
2023-03-31 | $813k | 6.3k | 129.47 |
2022-12-31 | $729k | 5.4k | 135.84 |
2022-09-30 | $491k | 4.1k | 121.03 |
2022-06-30 | $510k | 4.0k | 128.21 |
2022-03-31 | $527k | 3.9k | 136.88 |
2021-12-31 | $446k | 3.2k | 140.87 |
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