SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

HCR Wealth Advisors's Holding History (CIK: 0001697715)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,834 Value ($000) $284 Avg Close Range
Q3 2025
Shares 1,722 Value ($000) $247 Avg Close Range
Q2 2025
Shares 1,849 Value ($000) $249 Avg Close Range
Q1 2025
Shares 2,285 Value ($000) $334 Avg Close Range
Q4 2024
Shares 2,206 Value ($000) $303 Avg Close Range
Q3 2024
Shares 2,206 Value ($000) $340 Avg Close Range
Q2 2024
Shares 2,156 Value ($000) $314 Avg Close Range
Q1 2024
Shares 1,793 Value ($000) $265 Avg Close Range
Q4 2023
Shares 1,953 Value ($000) $266 Avg Close Range
Q3 2023
Shares 1,971 Value ($000) $254 Avg Close Range
Q2 2023
Shares 2,235 Value ($000) $297 Avg Close Range
Q1 2023
Shares 2,384 Value ($000) $309 Avg Close Range
Q4 2022
Shares 2,319 Value ($000) $315 Avg Close Range
Q3 2022
Shares 2,367 Value ($000) $287 Avg Close Range
Q2 2022
Shares 2,436 Value ($000) $312 Avg Close Range
Q1 2022
Shares 2,986 Value ($000) $409 Avg Close Range
Q4 2021
Shares 3,061 Value ($000) $431 Avg Close Range
Q3 2021
Shares 3,126 Value ($000) $398 Avg Close Range
Q2 2021
Shares 3,158 Value ($000) $398 Avg Close Range
Q1 2021
Shares 3,075 Value ($000) $359 Avg Close Range
Q4 2020
Shares 3,250 Value ($000) $369 Avg Close Range
Q3 2020
Shares 3,245 Value ($000) $342 Avg Close Range
Q2 2020
Shares 3,245 Value ($000) $327 Avg Close Range
Q1 2020
Shares 3,360 Value ($000) $298 Avg Close Range
Q4 2019
Shares 3,220 Value ($000) $328 Avg Close Range
Q3 2019
Shares 3,140 Value ($000) $283 Avg Close Range
Q2 2019
Shares 3,440 Value ($000) $319 Avg Close Range
Q1 2019
Shares 3,385 Value ($000) $311 Avg Close Range
Q4 2018
Shares 3,745 Value ($000) $324 Avg Close Range
Q3 2018
Shares 3,770 Value ($000) $340 Avg Close Range
Q2 2018
Shares 3,820 Value ($000) $319 Avg Close Range
Q1 2018
Shares 3,810 Value ($000) $310 Avg Close Range
Q4 2017
Shares 3,860 Value ($000) $319 Avg Close Range
Q3 2017
Shares 3,960 Value ($000) $324 Avg Close Range
Q2 2017
Shares 4,060 Value ($000) $322 Avg Close Range
Q1 2017
Shares 4,585 Value ($000) $341 Avg Close Range
Q4 2016
Shares 3,585 Value ($000) $247 Avg Close Range