Health Care SPDR shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $588k | 3.8k | 154.80 |
| 2025-09-30 | $3.0M | 22k | 139.17 |
| 2025-06-30 | $3.5M | 26k | 134.79 |
| 2025-03-31 | $3.6M | 25k | 146.01 |
| 2024-12-31 | $3.3M | 24k | 137.57 |
| 2024-09-30 | $3.6M | 24k | 154.02 |
| 2024-06-30 | $3.4M | 23k | 145.75 |
| 2024-03-31 | $3.5M | 24k | 147.73 |
| 2023-12-31 | $3.2M | 23k | 136.38 |
| 2023-09-30 | $3.0M | 24k | 128.74 |
| 2023-06-30 | $3.1M | 23k | 132.73 |
| 2023-03-31 | $2.9M | 23k | 129.46 |
| 2022-12-31 | $3.0M | 22k | 135.85 |
| 2022-09-30 | $2.8M | 23k | 121.09 |
| 2022-06-30 | $3.1M | 24k | 128.22 |
| 2022-03-31 | $3.2M | 24k | 137.00 |
| 2021-12-31 | $3.2M | 23k | 140.87 |
| 2021-09-30 | $2.9M | 23k | 127.31 |
| 2021-06-30 | $2.8M | 22k | 125.97 |
| 2021-03-31 | $2.4M | 21k | 116.72 |
| 2020-12-31 | $2.1M | 18k | 113.42 |