Health Care SPDR shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $462k | 73k | 6.33 |
| 2025-06-30 | $487k | 73k | 6.64 |
| 2025-03-31 | $534k | 76k | 7.00 |
| 2024-12-31 | $437k | 3.2k | 137.58 |
| 2024-09-30 | $500k | 3.2k | 154.01 |
| 2024-06-30 | $481k | 3.3k | 145.75 |
| 2024-03-31 | $502k | 3.4k | 147.72 |
| 2023-12-31 | $473k | 3.5k | 136.39 |
| 2023-09-30 | $417k | 3.2k | 128.73 |
| 2023-06-30 | $427k | 3.2k | 132.72 |
| 2023-03-31 | $422k | 3.3k | 129.46 |
| 2022-12-31 | $452k | 3.3k | 135.83 |
| 2022-09-30 | $401k | 3.3k | 120.97 |
| 2022-06-30 | $365k | 2.9k | 127.98 |
| 2022-03-31 | $335k | 2.4k | 136.85 |
| 2021-12-31 | $109k | 777 | 140.28 |
| 2021-09-30 | $98k | 777 | 126.13 |
| 2021-06-30 | $97k | 777 | 124.84 |
| 2021-03-31 | $90k | 777 | 115.83 |
| 2020-12-31 | $90k | 777 | 115.83 |