Health Care SPDR shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $462k | 3.4k | 136.36 |
| 2023-09-30 | $616k | 4.8k | 128.73 |
| 2023-06-30 | $663k | 5.0k | 132.72 |
| 2023-03-31 | $653k | 5.0k | 129.47 |
| 2022-12-31 | $890k | 6.5k | 135.84 |
| 2022-09-30 | $1.0M | 8.6k | 121.16 |
| 2022-06-30 | $1.2M | 9.7k | 128.29 |
| 2022-03-31 | $1.9M | 14k | 137.00 |
| 2021-12-31 | $787k | 5.6k | 140.89 |
| 2021-09-30 | $722k | 5.7k | 127.22 |
| 2021-06-30 | $666k | 5.3k | 125.85 |
| 2021-03-31 | $681k | 5.8k | 116.71 |
| 2020-12-31 | $627k | 5.5k | 113.50 |
| 2020-09-30 | $1.0M | 9.5k | 105.46 |
| 2020-06-30 | $1.0M | 10k | 100.12 |
| 2020-03-31 | $964k | 11k | 88.60 |
| 2019-12-31 | $1.3M | 13k | 101.83 |
| 2019-09-30 | $1.0M | 11k | 90.17 |
| 2019-06-30 | $1.1M | 12k | 92.63 |
| 2019-03-31 | $2.5M | 27k | 91.74 |
| 2018-12-31 | $2.8M | 32k | 86.52 |
| 2018-09-30 | $1.9M | 20k | 95.15 |