Health Care SPDR shares owned by WESPAC Advisors SoCal
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by WESPAC Advisors SoCal
from 13F filings
Historical chart of WESPAC Advisors SoCal investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by WESPAC Advisors SoCal
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 97k | 154.02 |
| 2024-06-30 | $12M | 85k | 145.75 |
| 2024-03-31 | $4.8M | 33k | 147.73 |
| 2023-12-31 | $2.7M | 20k | 136.38 |
| 2023-09-30 | $2.3M | 18k | 128.74 |
| 2023-06-30 | $2.3M | 17k | 132.73 |
| 2023-03-31 | $2.2M | 17k | 129.46 |
| 2022-12-31 | $2.3M | 17k | 135.85 |
| 2022-09-30 | $2.2M | 17k | 132.76 |
| 2022-06-30 | $2.1M | 17k | 128.22 |
| 2022-03-31 | $2.3M | 17k | 136.97 |
| 2021-12-31 | $952k | 4.4k | 218.65 |
| 2021-09-30 | $686k | 5.4k | 126.08 |
| 2021-06-30 | $603k | 4.8k | 125.99 |
| 2021-03-31 | $541k | 4.6k | 116.70 |
| 2020-12-31 | $461k | 4.1k | 113.49 |
| 2020-09-30 | $745k | 6.9k | 108.33 |
| 2020-06-30 | $613k | 6.1k | 100.67 |
| 2020-03-31 | $488k | 4.8k | 100.85 |
| 2019-12-31 | $699k | 6.9k | 101.84 |
| 2019-09-30 | $555k | 6.2k | 90.11 |
| 2019-06-30 | $519k | 5.6k | 92.60 |
| 2019-03-31 | $369k | 4.0k | 91.68 |
| 2018-12-31 | $340k | 3.9k | 86.51 |
| 2018-09-30 | $327k | 3.4k | 95.06 |
| 2018-06-30 | $310k | 3.7k | 83.45 |
| 2018-03-31 | $263k | 3.2k | 81.17 |
| 2017-12-31 | $261k | 3.2k | 82.46 |
| 2017-09-30 | $424k | 5.2k | 81.70 |
| 2017-06-30 | $411k | 5.2k | 79.19 |
| 2017-03-31 | $408k | 5.5k | 74.36 |
| 2016-12-31 | $410k | 5.9k | 68.94 |
| 2016-09-30 | $1.2M | 17k | 72.11 |
| 2016-06-30 | $1.2M | 17k | 71.71 |
| 2016-03-31 | $572k | 8.4k | 67.78 |
| 2015-12-31 | $754k | 11k | 71.98 |