Health Care SPDR shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $771k | 5.5k | 139.18 |
| 2025-06-30 | $743k | 5.5k | 134.80 |
| 2025-03-31 | $801k | 5.5k | 146.02 |
| 2024-12-31 | $752k | 5.5k | 137.57 |
| 2024-09-30 | $838k | 5.4k | 154.02 |
| 2024-06-30 | $790k | 5.4k | 145.76 |
| 2024-03-31 | $798k | 5.4k | 147.74 |
| 2023-12-31 | $734k | 5.4k | 136.38 |
| 2023-09-30 | $690k | 5.4k | 128.75 |
| 2023-06-30 | $708k | 5.3k | 132.74 |
| 2023-03-31 | $688k | 5.3k | 129.47 |
| 2022-12-31 | $719k | 5.3k | 135.84 |
| 2022-09-30 | $638k | 5.3k | 121.06 |
| 2022-06-30 | $673k | 5.2k | 128.24 |
| 2022-03-31 | $716k | 5.2k | 136.95 |
| 2021-12-31 | $734k | 5.2k | 140.83 |
| 2021-09-30 | $661k | 5.2k | 127.31 |
| 2021-06-30 | $652k | 5.2k | 126.01 |
| 2021-03-31 | $602k | 5.2k | 116.80 |
| 2020-12-31 | $487k | 4.3k | 113.52 |