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Health Care SPDR shares owned by Schwarz Dygos Wheeler Investment Advisors

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Schwarz Dygos Wheeler Investment Advisors from 13F filings

Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Schwarz Dygos Wheeler Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Health Care SPDR by Schwarz Dygos Wheeler Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $257k 1.7k 154.02
2024-06-30 $243k 1.7k 145.75
2024-03-31 $247k 1.7k 147.73
2023-12-31 $228k 1.7k 136.38
2023-09-30 $215k 1.7k 128.74
2023-06-30 $222k 1.7k 132.73
2023-03-31 $216k 1.7k 129.46
2022-12-31 $227k 1.7k 135.85
2022-09-30 $202k 1.7k 120.96
2022-06-30 $214k 1.7k 128.14
2022-03-31 $229k 1.7k 137.13
2021-12-31 $235k 1.7k 140.72
2021-09-30 $219k 1.7k 127.33
2021-06-30 $217k 1.7k 126.16
2021-03-31 $201k 1.7k 116.86