Health Care SPDR shares owned by Wealth Management Group
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 98k | 154.02 |
| 2024-06-30 | $20M | 136k | 145.75 |
| 2024-03-31 | $19M | 127k | 147.73 |
| 2023-12-31 | $17M | 124k | 136.38 |
| 2023-09-30 | $15M | 119k | 128.74 |
| 2023-06-30 | $15M | 110k | 132.73 |
| 2023-03-31 | $16M | 124k | 129.46 |
| 2022-12-31 | $17M | 124k | 135.85 |
| 2022-09-30 | $15M | 124k | 121.11 |
| 2022-06-30 | $16M | 122k | 128.24 |
| 2022-03-31 | $17M | 124k | 136.99 |
| 2021-12-31 | $17M | 118k | 140.89 |
| 2021-09-30 | $7.5M | 59k | 127.30 |
| 2021-06-30 | $2.5M | 20k | 125.95 |
| 2021-03-31 | $2.4M | 20k | 116.72 |
| 2020-12-31 | $4.8M | 42k | 113.43 |
| 2020-09-30 | $4.9M | 47k | 105.47 |
| 2020-06-30 | $4.5M | 45k | 100.07 |
| 2020-03-31 | $3.6M | 41k | 88.59 |
| 2019-12-31 | $3.8M | 37k | 101.87 |
| 2019-09-30 | $2.9M | 33k | 90.14 |
| 2019-06-30 | $2.8M | 30k | 92.64 |
| 2019-03-31 | $4.5M | 49k | 91.75 |
| 2018-12-31 | $4.6M | 53k | 86.52 |
| 2018-09-30 | $3.2M | 34k | 95.15 |
| 2018-06-30 | $3.6M | 43k | 83.46 |
| 2018-03-31 | $7.2M | 88k | 81.40 |
| 2017-12-31 | $7.9M | 95k | 82.68 |
| 2017-09-30 | $7.0M | 85k | 81.73 |
| 2017-06-30 | $6.0M | 76k | 79.24 |
| 2017-03-31 | $2.7M | 37k | 74.35 |
| 2016-12-31 | $665k | 9.7k | 68.89 |
| 2016-09-30 | $725k | 10k | 72.16 |
| 2016-06-30 | $212k | 3.0k | 71.88 |
| 2016-03-31 | $206k | 3.0k | 67.63 |
| 2015-12-31 | $365k | 5.1k | 72.08 |