Health Care SPDR shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $338k | 2.4k | 139.17 |
| 2025-06-30 | $317k | 2.4k | 134.81 |
| 2025-03-31 | $402k | 2.8k | 146.04 |
| 2024-12-31 | $517k | 3.8k | 137.59 |
| 2024-09-30 | $678k | 4.4k | 154.01 |
| 2024-06-30 | $627k | 4.3k | 145.75 |
| 2024-03-31 | $653k | 4.4k | 147.72 |
| 2023-12-31 | $577k | 4.2k | 136.40 |
| 2023-09-30 | $537k | 4.2k | 128.73 |
| 2023-06-30 | $493k | 3.7k | 132.72 |
| 2023-03-31 | $459k | 3.5k | 129.48 |
| 2022-12-31 | $493k | 3.6k | 135.84 |
| 2022-09-30 | $411k | 3.4k | 121.13 |
| 2022-06-30 | $408k | 3.2k | 128.10 |
| 2022-03-31 | $385k | 3.0k | 129.80 |
| 2021-12-31 | $460k | 3.3k | 140.97 |
| 2021-09-30 | $391k | 3.1k | 127.32 |
| 2021-03-31 | $281k | 2.3k | 122.01 |