Health Care SPDR shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 75k | 147.77 |
| 2023-09-30 | $8.8M | 68k | 128.74 |
| 2023-06-30 | $8.6M | 65k | 132.73 |
| 2023-03-31 | $7.8M | 60k | 129.45 |
| 2022-12-31 | $38M | 277k | 135.85 |
| 2022-09-30 | $36M | 299k | 121.11 |
| 2022-06-30 | $5.9M | 46k | 128.23 |
| 2022-03-31 | $13M | 94k | 136.98 |
| 2021-12-31 | $43M | 307k | 140.89 |
| 2021-09-30 | $40M | 318k | 127.30 |
| 2021-06-30 | $2.5M | 20k | 125.98 |
| 2021-03-31 | $2.1M | 18k | 116.73 |
| 2020-12-31 | $1.6M | 14k | 113.46 |
| 2020-09-30 | $964k | 9.1k | 105.49 |
| 2020-06-30 | $1.4M | 14k | 100.08 |
| 2020-03-31 | $653k | 7.4k | 88.54 |
| 2019-12-31 | $16M | 156k | 101.86 |
| 2019-09-30 | $850k | 9.4k | 90.12 |
| 2019-06-30 | $698k | 8.7k | 79.91 |
| 2019-03-31 | $558k | 6.1k | 91.69 |
| 2018-12-31 | $264k | 3.0k | 86.61 |
| 2018-09-30 | $256k | 2.7k | 95.52 |
| 2018-06-30 | $208k | 2.5k | 83.63 |
More positions owned by Integrated Wealth Concepts
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