Health Care SPDR shares owned by National Wealth Management Group
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group investment in Health Care SPDR
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All positions including Health Care SPDR held by National Wealth Management Group 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 |
---|---|---|---|
2023-06-30 | $394k | 2.9k | 134.93 |
2023-03-31 | $445k | 3.4k | 132.19 |
2022-12-31 | $554k | 4.1k | 135.86 |
2022-09-30 | $839k | 6.9k | 121.12 |
2022-06-30 | $683k | 5.3k | 128.25 |
2022-03-31 | $1.4M | 10k | 136.98 |
2021-12-31 | $1.4M | 10k | 140.89 |
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