Health Care SPDR shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 20k | 139.17 |
| 2025-06-30 | $2.5M | 19k | 134.79 |
| 2024-12-31 | $2.7M | 20k | 137.58 |
| 2024-09-30 | $3.2M | 21k | 154.02 |
| 2024-06-30 | $3.1M | 21k | 145.75 |
| 2024-03-31 | $3.2M | 21k | 147.73 |
| 2023-12-31 | $2.9M | 21k | 136.38 |
| 2023-09-30 | $2.8M | 21k | 128.74 |
| 2023-06-30 | $2.8M | 21k | 132.73 |
| 2023-03-31 | $2.8M | 22k | 129.46 |
| 2022-12-31 | $2.8M | 21k | 135.85 |
| 2022-09-30 | $2.5M | 21k | 121.09 |
| 2022-06-30 | $2.6M | 21k | 128.25 |
| 2022-03-31 | $2.8M | 20k | 137.00 |
| 2021-12-31 | $3.0M | 22k | 140.87 |
| 2021-09-30 | $2.8M | 22k | 127.31 |
| 2021-06-30 | $2.8M | 22k | 125.93 |
| 2021-03-31 | $2.6M | 22k | 116.72 |
| 2020-12-31 | $2.7M | 23k | 113.43 |
| 2020-09-30 | $487k | 4.6k | 105.48 |
| 2020-06-30 | $456k | 4.6k | 100.18 |
| 2020-03-31 | $399k | 4.5k | 88.53 |
| 2019-12-31 | $399k | 3.9k | 101.79 |
| 2019-09-30 | $353k | 3.9k | 90.05 |
| 2019-06-30 | $205k | 2.2k | 92.55 |
| 2019-03-31 | $203k | 2.2k | 91.65 |