Health Care SPDR shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $19M | 123k | 154.02 |
| 2024-06-30 | $18M | 124k | 145.75 |
| 2024-03-31 | $18M | 125k | 147.73 |
| 2023-12-31 | $16M | 119k | 136.38 |
| 2023-09-30 | $4.7M | 37k | 128.74 |
| 2023-06-30 | $5.0M | 38k | 132.73 |
| 2023-03-31 | $4.5M | 35k | 129.46 |
| 2022-12-31 | $4.5M | 33k | 135.85 |
| 2022-09-30 | $543k | 4.5k | 121.12 |
| 2022-06-30 | $709k | 5.5k | 128.21 |
| 2022-03-31 | $724k | 5.3k | 137.07 |
| 2021-12-31 | $579k | 4.1k | 140.81 |
| 2021-09-30 | $3.5M | 27k | 127.30 |
| 2021-06-30 | $521k | 4.1k | 125.85 |
| 2021-03-31 | $468k | 4.0k | 116.62 |
| 2020-12-31 | $518k | 4.6k | 113.45 |
| 2020-09-30 | $410k | 3.9k | 105.37 |
| 2020-06-30 | $364k | 3.6k | 99.97 |
| 2020-03-31 | $345k | 3.6k | 94.78 |
| 2019-12-31 | $392k | 3.9k | 101.82 |
| 2019-09-30 | $352k | 3.9k | 91.43 |
| 2019-06-30 | $402k | 4.3k | 92.63 |
| 2019-03-31 | $369k | 4.2k | 88.07 |
| 2018-12-31 | $421k | 4.7k | 88.82 |
| 2016-12-31 | $22k | 293 | 75.09 |
| 2011-09-30 | $543k | 4.5k | 121.12 |
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