Health Care SPDR shares owned by SMART Wealth
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by SMART Wealth
from 13F filings
Historical chart of SMART Wealth investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by SMART Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 15k | 154.02 |
| 2024-06-30 | $1.8M | 12k | 145.75 |
| 2024-03-31 | $1.7M | 12k | 147.73 |
| 2023-12-31 | $1.3M | 9.5k | 136.38 |
| 2023-09-30 | $1.3M | 10k | 128.74 |
| 2023-06-30 | $2.5M | 19k | 132.73 |
| 2023-03-31 | $2.2M | 17k | 129.46 |
| 2022-12-31 | $2.5M | 19k | 135.85 |