Health Care SPDR shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Health Care SPDR
Tip: Access up to 7 years of quarterly data
All positions including Health Care SPDR held by Roberts 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 Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 12k | 151.79 |
| 2024-06-30 | $1.7M | 12k | 144.95 |
| 2024-03-31 | $1.7M | 12k | 138.63 |
| 2023-12-31 | $5.1M | 12k | 422.62 |
| 2023-09-30 | $1.8M | 14k | 131.17 |
| 2023-06-30 | $1.9M | 14k | 132.73 |
| 2023-03-31 | $2.2M | 17k | 130.93 |
| 2022-12-31 | $2.8M | 20k | 135.46 |
| 2022-09-30 | $1.5M | 12k | 125.26 |
| 2022-06-30 | $1.6M | 12k | 130.72 |
| 2022-03-31 | $1.6M | 12k | 138.10 |
| 2021-12-31 | $1.6M | 12k | 139.41 |
| 2021-09-30 | $1.4M | 11k | 127.34 |