Health Care SPDR shares owned by Wealthtrust Axiom
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Wealthtrust Axiom
from 13F filings
Historical chart of Wealthtrust Axiom investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Wealthtrust Axiom
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $288k | 2.1k | 139.18 |
| 2025-06-30 | $249k | 1.8k | 134.80 |
| 2025-03-31 | $269k | 1.8k | 146.03 |
| 2024-12-31 | $257k | 1.9k | 137.58 |
| 2024-09-30 | $287k | 1.9k | 154.04 |
| 2024-06-30 | $273k | 1.9k | 145.77 |
| 2024-03-31 | $277k | 1.9k | 147.75 |
| 2023-12-31 | $255k | 1.9k | 136.39 |
| 2023-09-30 | $232k | 1.8k | 128.75 |
| 2023-06-30 | $239k | 1.8k | 132.74 |
| 2023-03-31 | $233k | 1.8k | 129.47 |
| 2022-12-31 | $245k | 1.8k | 135.86 |
| 2022-09-30 | $218k | 1.8k | 120.91 |
| 2022-06-30 | $231k | 1.8k | 128.12 |
| 2022-03-31 | $247k | 1.8k | 136.99 |
| 2021-12-31 | $241k | 1.7k | 140.52 |
| 2021-09-30 | $223k | 1.8k | 126.92 |
| 2021-06-30 | $221k | 1.8k | 125.78 |
| 2021-03-31 | $205k | 1.8k | 116.68 |
| 2015-12-31 | $209k | 2.9k | 71.70 |
| 2015-06-30 | $216k | 2.9k | 74.10 |
| 2015-03-31 | $211k | 2.9k | 72.38 |
| 2014-09-30 | $202k | 3.2k | 63.82 |
| 2014-03-31 | $214k | 3.7k | 58.39 |