Health Care SPDR shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 215k | 139.17 |
| 2025-06-30 | $27M | 200k | 134.79 |
| 2025-03-31 | $28M | 192k | 146.01 |
| 2024-12-31 | $27M | 194k | 137.57 |
| 2024-09-30 | $31M | 199k | 154.02 |
| 2024-06-30 | $29M | 200k | 145.75 |
| 2024-03-31 | $29M | 199k | 147.73 |
| 2023-12-31 | $27M | 197k | 136.38 |
| 2023-09-30 | $25M | 193k | 128.74 |
| 2023-06-30 | $23M | 171k | 132.73 |
| 2023-03-31 | $21M | 164k | 129.46 |
| 2022-12-31 | $22M | 161k | 135.85 |
| 2022-09-30 | $19M | 153k | 121.11 |
| 2022-06-30 | $18M | 143k | 128.24 |
| 2022-03-31 | $19M | 138k | 136.99 |
| 2021-12-31 | $19M | 136k | 140.89 |
| 2021-09-30 | $2.0M | 15k | 127.31 |
| 2021-06-30 | $1.9M | 15k | 125.94 |
| 2021-03-31 | $1.4M | 12k | 116.77 |
| 2020-12-31 | $1.1M | 10k | 113.40 |
| 2020-09-30 | $388k | 3.7k | 105.55 |
| 2020-06-30 | $363k | 3.6k | 100.06 |
| 2019-12-31 | $210k | 2.1k | 101.89 |
| 2019-06-30 | $202k | 2.2k | 92.58 |