Health Care SPDR shares owned by Peak Financial Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Peak Financial Advisors
from 13F filings
Historical chart of Peak Financial Advisors investment in Health Care SPDR
Tip: Access up to 7 years of quarterly data
All positions including Health Care SPDR held by Peak Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Health Care SPDR by Peak Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $726k | 4.9k | 147.73 |
2022-12-31 | $2.9M | 22k | 135.85 |
2021-09-30 | $2.6M | 20k | 127.31 |