Health Care SPDR shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $215k | 1.5k | 139.16 |
| 2025-06-30 | $3.3M | 24k | 134.79 |
| 2025-03-31 | $2.7M | 18k | 146.01 |
| 2024-12-31 | $2.2M | 16k | 137.57 |
| 2024-09-30 | $2.4M | 16k | 154.02 |
| 2024-06-30 | $2.2M | 15k | 145.75 |
| 2024-03-31 | $10M | 68k | 147.73 |
| 2023-12-31 | $9.0M | 66k | 136.38 |
| 2023-09-30 | $8.5M | 66k | 128.74 |
| 2023-06-30 | $7.6M | 58k | 131.57 |
| 2023-03-31 | $6.3M | 49k | 129.46 |
| 2022-12-31 | $3.8M | 28k | 135.85 |
| 2022-09-30 | $2.0M | 16k | 121.10 |
| 2022-06-30 | $1.4M | 11k | 128.25 |
| 2022-03-31 | $1.3M | 9.7k | 136.95 |
| 2021-12-31 | $1.2M | 8.5k | 140.88 |
More positions owned by Perfromance Wealth Partners
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