Health Care SPDR shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Health Care SPDR
Tip: Access up to 7 years of quarterly data
All positions including Health Care SPDR held by TrinityPoint Wealth 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 TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $7.9M | 58k | 137.57 |
| 2024-09-30 | $7.4M | 48k | 154.02 |
| 2024-06-30 | $7.8M | 54k | 145.75 |
| 2024-03-31 | $10M | 69k | 147.73 |
| 2023-12-31 | $9.1M | 67k | 136.38 |
| 2023-09-30 | $8.0M | 62k | 128.74 |
| 2023-06-30 | $8.2M | 62k | 132.73 |
| 2023-03-31 | $7.3M | 56k | 129.46 |
| 2022-12-31 | $8.0M | 59k | 135.85 |
| 2022-09-30 | $7.2M | 59k | 121.10 |
| 2022-06-30 | $6.8M | 53k | 128.23 |
| 2022-03-31 | $6.8M | 49k | 136.99 |
| 2021-12-31 | $5.6M | 40k | 140.89 |
| 2021-09-30 | $4.8M | 38k | 127.31 |
| 2021-06-30 | $4.5M | 36k | 125.95 |
| 2021-03-31 | $3.8M | 33k | 116.75 |
| 2020-12-31 | $3.7M | 32k | 117.92 |
| 2020-09-30 | $3.2M | 31k | 105.47 |
| 2020-06-30 | $3.1M | 31k | 100.06 |
| 2020-03-31 | $3.2M | 36k | 88.59 |
| 2019-12-31 | $3.1M | 31k | 101.84 |
| 2019-09-30 | $2.8M | 29k | 94.59 |
| 2019-06-30 | $2.3M | 25k | 92.19 |
| 2019-03-31 | $2.3M | 25k | 91.74 |
| 2018-12-31 | $2.3M | 27k | 86.51 |