Health Care SPDR shares owned by Source Financial Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in Health Care SPDR
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All positions including Health Care SPDR held by Source Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Health Care SPDR by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $609k | 4.0k | 154.02 |
| 2024-06-30 | $621k | 4.3k | 145.75 |
| 2024-03-31 | $650k | 4.4k | 147.73 |
| 2023-12-31 | $1.0M | 7.5k | 136.38 |
| 2023-09-30 | $976k | 7.6k | 128.73 |
| 2023-06-30 | $1.1M | 8.4k | 132.73 |
| 2023-03-31 | $1.2M | 9.2k | 129.46 |
| 2022-12-31 | $1.3M | 9.2k | 135.85 |
| 2022-09-30 | $1.1M | 9.3k | 121.11 |
| 2022-06-30 | $1.3M | 10k | 128.20 |
| 2022-03-31 | $1.5M | 11k | 136.96 |
| 2021-12-31 | $1.6M | 11k | 140.88 |
| 2021-09-30 | $1.4M | 11k | 127.26 |
| 2021-06-30 | $1.4M | 12k | 125.92 |
| 2021-03-31 | $1.4M | 12k | 116.76 |
| 2020-12-31 | $1.4M | 12k | 113.40 |