Health Care SPDR shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $865k | 5.6k | 154.80 |
| 2025-09-30 | $620k | 4.5k | 139.18 |
| 2025-06-30 | $737k | 5.5k | 134.79 |
| 2025-03-31 | $773k | 5.3k | 145.08 |
| 2024-12-31 | $1.0M | 7.3k | 137.59 |
| 2024-09-30 | $1.1M | 6.9k | 153.80 |
| 2024-06-30 | $808k | 5.5k | 145.75 |
| 2024-03-31 | $780k | 5.3k | 147.75 |
| 2023-12-31 | $859k | 6.3k | 136.39 |
| 2023-09-30 | $1.6M | 5.7k | 280.41 |
| 2023-06-30 | $1.0M | 7.6k | 132.73 |