Health Care SPDR shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $566k | 4.1k | 137.57 |
| 2024-09-30 | $633k | 4.1k | 154.04 |
| 2024-06-30 | $599k | 4.1k | 145.75 |
| 2024-03-31 | $655k | 4.4k | 147.75 |
| 2023-12-31 | $565k | 4.1k | 136.39 |
| 2023-09-30 | $599k | 4.7k | 128.74 |
| 2023-06-30 | $660k | 5.0k | 132.74 |
| 2023-03-31 | $655k | 5.1k | 129.45 |
| 2022-12-31 | $686k | 5.0k | 135.86 |
| 2022-09-30 | $673k | 5.6k | 120.98 |
| 2022-06-30 | $644k | 5.0k | 128.24 |
| 2022-03-31 | $723k | 5.3k | 137.01 |
| 2021-12-31 | $742k | 5.3k | 140.88 |
| 2021-09-30 | $669k | 5.3k | 127.28 |
| 2021-06-30 | $693k | 5.2k | 132.13 |
| 2021-03-31 | $649k | 5.6k | 116.68 |
| 2020-12-31 | $495k | 4.4k | 113.35 |
| 2020-09-30 | $425k | 4.0k | 105.51 |
| 2019-12-31 | $250k | 2.5k | 101.71 |
More positions owned by Regent Peak Wealth Advisors
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