Health Care SPDR shares owned by Westbourne Investment Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Westbourne Investment Advisors
from 13F filings
Historical chart of Westbourne Investment Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Westbourne Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $707k | 4.6k | 154.03 |
| 2024-06-30 | $650k | 4.5k | 145.84 |
| 2024-03-31 | $594k | 4.0k | 147.69 |
| 2023-12-31 | $533k | 3.9k | 136.46 |
| 2023-09-30 | $491k | 3.8k | 128.64 |
| 2023-06-30 | $450k | 3.4k | 132.59 |
| 2023-03-31 | $429k | 3.3k | 129.49 |
| 2022-12-31 | $241k | 1.8k | 136.00 |
| 2022-09-30 | $218k | 1.8k | 120.98 |
| 2022-06-30 | $232k | 1.8k | 128.25 |
| 2022-03-31 | $504k | 3.7k | 137.11 |
| 2021-12-31 | $745k | 5.3k | 140.86 |
| 2021-09-30 | $653k | 5.1k | 127.27 |
| 2021-06-30 | $754k | 6.0k | 126.02 |
| 2021-03-31 | $563k | 4.8k | 116.78 |
| 2020-12-31 | $390k | 3.4k | 113.37 |
| 2019-09-30 | $204k | 2.3k | 89.99 |
| 2018-09-30 | $179k | 1.9k | 95.36 |
| 2016-06-30 | $108k | 1.5k | 72.00 |
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