Health Care SPDR shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Health Care SPDR
Tip: Access up to 7 years of quarterly data
All positions including Health Care SPDR held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Health Care SPDR by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 156k | 144.23 |
| 2025-06-30 | $22M | 161k | 135.50 |
| 2025-03-31 | $18M | 121k | 146.01 |
| 2024-12-31 | $19M | 122k | 154.02 |
| 2024-06-30 | $15M | 103k | 145.75 |
| 2024-03-31 | $15M | 104k | 147.73 |
| 2023-12-31 | $18M | 129k | 136.38 |
| 2023-09-30 | $14M | 111k | 128.74 |
| 2023-06-30 | $830k | 6.3k | 132.74 |
| 2023-03-31 | $1.4M | 11k | 129.46 |
| 2022-12-31 | $1.1M | 8.5k | 131.66 |
| 2022-09-30 | $1.1M | 8.9k | 122.59 |
| 2022-06-30 | $1.1M | 8.2k | 130.77 |
| 2022-03-31 | $945k | 6.9k | 136.92 |
| 2021-12-31 | $914k | 7.0k | 130.83 |
| 2021-09-30 | $892k | 6.7k | 132.46 |
| 2021-06-30 | $635k | 5.0k | 128.21 |
| 2021-03-31 | $657k | 5.6k | 116.78 |
| 2020-12-31 | $336k | 2.9k | 116.87 |
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