Health Care SPDR shares owned by Tandem Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Tandem Wealth Advisors
from 13F filings
Historical chart of Tandem Wealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Tandem Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.9M | 32k | 154.02 |
| 2024-06-30 | $4.6M | 32k | 145.75 |
| 2024-03-31 | $4.6M | 31k | 146.35 |
| 2023-12-31 | $4.2M | 31k | 136.38 |
| 2023-09-30 | $4.1M | 32k | 128.74 |
| 2023-06-30 | $4.1M | 31k | 132.60 |
| 2023-03-31 | $4.0M | 31k | 129.46 |
| 2022-12-31 | $7.3M | 54k | 135.85 |