Health Care SPDR shares owned by Swan Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Swan Wealth Advisors
from 13F filings
Historical chart of Swan Wealth Advisors investment in Health Care SPDR
Tip: Access up to 7 years of quarterly data
All positions including Health Care SPDR held by Swan Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Health Care SPDR by Swan Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $46M | 335k | 137.57 |
| 2024-09-30 | $60M | 391k | 154.02 |
| 2024-06-30 | $63M | 434k | 145.75 |
| 2024-03-31 | $73M | 491k | 147.73 |
| 2023-12-31 | $73M | 534k | 136.38 |
| 2023-09-30 | $88M | 686k | 128.74 |
| 2023-06-30 | $105M | 767k | 136.66 |
| 2023-03-31 | $114M | 836k | 136.66 |
| 2022-12-31 | $125M | 917k | 136.66 |
| 2022-09-30 | $124M | 1.0M | 121.11 |
| 2022-06-30 | $136M | 1.1M | 128.24 |
| 2022-03-31 | $150M | 1.1M | 136.99 |
| 2021-12-31 | $157M | 1.1M | 140.89 |
| 2021-09-30 | $152M | 1.2M | 127.30 |
| 2021-06-30 | $160M | 1.3M | 126.65 |
| 2021-03-31 | $155M | 1.3M | 116.74 |
| 2020-12-31 | $175M | 1.5M | 113.44 |
| 2020-09-30 | $183M | 1.7M | 105.48 |
| 2020-06-30 | $199M | 2.0M | 100.07 |
| 2020-03-31 | $193M | 2.2M | 88.58 |
| 2019-12-31 | $214M | 2.1M | 101.86 |
| 2019-09-30 | $238M | 2.7M | 89.50 |
| 2019-06-30 | $248M | 2.7M | 92.33 |
| 2019-03-31 | $389M | 4.7M | 82.50 |
| 2018-12-31 | $291M | 3.4M | 85.25 |
| 2018-09-30 | $362M | 3.8M | 94.86 |
| 2018-06-30 | $401M | 4.8M | 83.29 |
| 2018-03-31 | $401M | 5.0M | 80.79 |
| 2017-12-31 | $414M | 5.0M | 83.19 |
| 2017-09-30 | $404M | 5.0M | 81.25 |
| 2017-06-30 | $372M | 4.7M | 79.24 |
| 2017-03-31 | $333M | 4.5M | 74.57 |
| 2016-12-31 | $274M | 4.0M | 69.19 |
| 2016-09-30 | $253M | 3.5M | 72.45 |
| 2016-06-30 | $230M | 3.2M | 71.04 |
| 2016-03-31 | $197M | 2.9M | 67.98 |
| 2015-12-31 | $194M | 2.7M | 72.69 |
| 2015-09-30 | $171M | 2.6M | 66.21 |
| 2015-06-30 | $183M | 2.5M | 74.13 |
| 2015-03-31 | $181M | 2.5M | 73.09 |
| 2014-12-31 | $149M | 2.1M | 69.20 |
| 2014-09-30 | $127M | 2.0M | 63.91 |
| 2014-06-30 | $103M | 1.7M | 60.83 |
| 2014-03-31 | $79M | 1.4M | 55.94 |
| 2013-12-31 | $26M | 476k | 55.44 |