Health Care SPDR shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $339k | 2.2k | 154.05 |
| 2024-06-30 | $583k | 4.0k | 145.75 |
| 2024-03-31 | $638k | 4.3k | 147.72 |
| 2023-12-31 | $589k | 4.3k | 136.39 |
| 2023-09-30 | $562k | 4.4k | 128.75 |
| 2023-06-30 | $623k | 4.7k | 132.73 |
| 2023-03-31 | $723k | 5.6k | 129.47 |
| 2022-12-31 | $765k | 5.6k | 135.85 |
More positions owned by Lodestone Wealth Management
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