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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

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by WESPAC Advisors SoCal consolidated in one spreadsheet with up to 7 years of data

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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
2024-06-30 $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