Health Care SPDR shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 38k | 139.17 |
| 2025-06-30 | $6.7M | 50k | 134.79 |
| 2025-03-31 | $7.5M | 52k | 146.01 |
| 2024-12-31 | $7.3M | 53k | 137.57 |
| 2024-09-30 | $8.1M | 53k | 154.02 |
| 2024-06-30 | $8.5M | 58k | 145.75 |
| 2024-03-31 | $11M | 73k | 147.73 |
| 2023-12-31 | $9.2M | 67k | 136.38 |
| 2023-09-30 | $8.3M | 64k | 128.74 |
| 2023-06-30 | $10M | 76k | 132.73 |
| 2023-03-31 | $9.2M | 71k | 129.46 |
| 2022-12-31 | $11M | 78k | 135.85 |
| 2022-09-30 | $9.4M | 78k | 121.11 |
| 2022-06-30 | $8.9M | 70k | 128.24 |
| 2022-03-31 | $8.8M | 64k | 137.00 |
| 2021-12-31 | $7.7M | 55k | 140.89 |
| 2021-09-30 | $7.1M | 54k | 132.48 |
| 2021-03-31 | $6.2M | 53k | 116.90 |
| 2020-12-31 | $5.5M | 48k | 113.43 |
| 2020-09-30 | $3.6M | 35k | 105.47 |
| 2020-06-30 | $3.6M | 36k | 100.08 |
| 2020-03-31 | $3.5M | 40k | 88.59 |
| 2019-12-31 | $3.5M | 34k | 101.85 |
More positions owned by Transcend Wealth Collective
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