Health Care SPDR shares owned by Primoris Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Primoris Wealth Advisors
from 13F filings
Historical chart of Primoris Wealth Advisors investment in Health Care SPDR
Tip: Access up to 7 years of quarterly data
All positions including Health Care SPDR held by Primoris Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Health Care SPDR by Primoris Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $281k | 2.0k | 139.20 |
| 2025-06-30 | $311k | 2.3k | 134.86 |
| 2025-03-31 | $350k | 2.4k | 146.05 |
| 2024-12-31 | $384k | 2.8k | 137.59 |
| 2024-09-30 | $1.5M | 9.6k | 154.01 |
| 2024-06-30 | $1.5M | 10k | 145.75 |
| 2024-03-31 | $1.5M | 10k | 147.72 |
| 2023-12-31 | $1.4M | 11k | 136.39 |
| 2023-09-30 | $1.4M | 11k | 128.75 |
| 2023-06-30 | $4.1M | 31k | 132.73 |