Health Care SPDR shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $6.2M | 48k | 129.46 |
| 2022-12-31 | $6.7M | 49k | 135.28 |
| 2022-09-30 | $6.2M | 51k | 121.85 |
| 2022-06-30 | $6.6M | 52k | 128.24 |
| 2021-03-31 | $8.1M | 68k | 117.94 |
| 2020-12-31 | $8.7M | 74k | 117.39 |
| 2020-06-30 | $12M | 119k | 100.84 |
| 2020-03-31 | $11M | 124k | 88.58 |
| 2019-12-31 | $14M | 136k | 104.49 |
| 2018-12-31 | $1.1M | 13k | 86.48 |
| 2018-09-30 | $1.2M | 13k | 95.17 |
| 2018-06-30 | $999k | 12k | 81.42 |
| 2018-03-31 | $999k | 12k | 81.42 |
| 2017-12-31 | $873k | 11k | 82.69 |
| 2017-09-30 | $841k | 10k | 81.73 |
| 2015-06-30 | $13M | 173k | 74.39 |
| 2015-03-31 | $14M | 192k | 72.50 |
| 2014-12-31 | $14M | 206k | 68.38 |
| 2014-09-30 | $14M | 216k | 63.91 |
| 2014-06-30 | $13M | 219k | 60.83 |
| 2014-03-31 | $13M | 222k | 58.49 |
| 2013-12-31 | $12M | 220k | 55.44 |
| 2013-09-30 | $11M | 216k | 50.59 |
| 2013-06-30 | $10M | 211k | 47.61 |