Health Care SPDR shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $320k | 2.5k | 128.76 |
| 2023-06-30 | $331k | 2.5k | 132.75 |
| 2023-03-31 | $282k | 2.2k | 129.45 |
| 2022-12-31 | $330k | 2.4k | 135.88 |
| 2020-12-31 | $134k | 1.2k | 113.56 |
| 2020-09-30 | $57k | 540 | 105.56 |
| 2020-06-30 | $54k | 540 | 100.00 |
| 2020-03-31 | $48k | 540 | 88.89 |
| 2019-12-31 | $802k | 7.9k | 101.82 |
| 2019-09-30 | $66k | 733 | 90.04 |
| 2019-06-30 | $65k | 705 | 92.20 |
| 2019-03-31 | $50k | 540 | 92.59 |
| 2018-12-31 | $47k | 540 | 87.04 |
| 2018-09-30 | $51k | 540 | 94.44 |
| 2018-06-30 | $45k | 540 | 83.33 |
| 2018-03-31 | $44k | 540 | 81.48 |
| 2017-12-31 | $170k | 2.1k | 82.44 |
| 2016-12-31 | $228k | 3.3k | 69.09 |