Health Care SPDR shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 32k | 154.02 |
| 2024-06-30 | $5.0M | 34k | 145.75 |
| 2024-03-31 | $5.0M | 34k | 147.73 |
| 2023-09-30 | $4.6M | 36k | 128.74 |
| 2023-06-30 | $5.2M | 39k | 132.73 |
| 2023-03-31 | $4.8M | 37k | 129.46 |
| 2022-12-31 | $4.6M | 34k | 135.85 |
| 2022-09-30 | $3.8M | 31k | 121.11 |
| 2022-06-30 | $3.4M | 27k | 128.25 |
| 2022-03-31 | $3.5M | 26k | 136.97 |
| 2021-12-31 | $2.5M | 18k | 140.88 |
| 2021-09-30 | $2.1M | 17k | 127.28 |
| 2021-06-30 | $1.8M | 15k | 125.94 |
| 2021-03-31 | $1.7M | 15k | 116.75 |
| 2020-12-31 | $2.1M | 18k | 113.44 |
| 2020-09-30 | $1.8M | 17k | 105.49 |
| 2020-06-30 | $1.7M | 17k | 100.08 |
| 2020-03-31 | $1.6M | 18k | 88.58 |
| 2019-12-31 | $2.0M | 21k | 99.15 |
| 2019-09-30 | $2.0M | 21k | 95.31 |
| 2019-06-30 | $1.9M | 21k | 90.09 |
| 2019-03-31 | $2.0M | 22k | 91.75 |
| 2018-12-31 | $1.9M | 22k | 89.85 |
| 2018-09-30 | $1.9M | 21k | 93.16 |
| 2018-06-30 | $1.7M | 20k | 83.48 |
| 2018-03-31 | $1.5M | 19k | 81.40 |
More positions owned by Mount Yale Investment Advisors
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