Health Care SPDR shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $173k | 1.2k | 139.17 |
| 2025-06-30 | $436k | 3.2k | 134.79 |
| 2024-12-31 | $786k | 5.4k | 146.39 |
| 2024-09-30 | $226k | 1.5k | 154.02 |
| 2024-06-30 | $232k | 1.6k | 145.75 |
| 2024-03-31 | $259k | 1.8k | 147.73 |
| 2023-12-31 | $201k | 1.5k | 136.40 |
| 2022-12-31 | $227k | 1.7k | 135.85 |
| 2022-09-30 | $432k | 3.6k | 121.11 |
| 2019-09-30 | $26 | 300 | 0.09 |
| 2019-06-30 | $40k | 438 | 91.32 |
| 2019-03-31 | $51k | 573 | 88.89 |
| 2018-12-31 | $32k | 364 | 87.91 |
| 2018-09-30 | $33k | 349 | 94.56 |
| 2018-06-30 | $28k | 338 | 82.84 |
| 2018-03-31 | $29k | 362 | 80.11 |
| 2017-12-31 | $28k | 336 | 83.33 |