Health Care SPDR shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Precedent Wealth Partners
from 13F filings
Historical chart of Precedent Wealth Partners investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Precedent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $202k | 1.3k | 154.80 |
| 2025-03-31 | $333k | 2.3k | 146.01 |
| 2024-12-31 | $313k | 2.3k | 137.57 |
| 2024-09-30 | $351k | 2.3k | 154.02 |
| 2024-06-30 | $332k | 2.3k | 145.75 |
| 2024-03-31 | $336k | 2.3k | 147.73 |
| 2023-12-31 | $311k | 2.3k | 136.38 |