Health Care SPDR shares owned by New Wave Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by New Wave Wealth Advisors
from 13F filings
Historical chart of New Wave Wealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by New Wave Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 20k | 139.17 |
| 2025-06-30 | $2.6M | 19k | 134.79 |
| 2025-03-31 | $2.8M | 19k | 146.01 |
| 2024-12-31 | $2.0M | 15k | 137.57 |
| 2024-06-30 | $2.8M | 19k | 145.75 |