Health Care SPDR shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $625k | 4.5k | 139.16 |
| 2025-06-30 | $605k | 4.5k | 134.78 |
| 2025-03-31 | $663k | 4.5k | 146.01 |
| 2024-12-31 | $640k | 4.7k | 137.57 |
| 2024-09-30 | $765k | 5.0k | 154.03 |
| 2024-06-30 | $729k | 5.0k | 145.74 |
| 2024-03-31 | $555k | 3.8k | 147.72 |
| 2023-12-31 | $654k | 4.8k | 136.38 |
| 2023-09-30 | $606k | 4.7k | 128.73 |
| 2023-06-30 | $645k | 4.9k | 132.72 |
| 2023-03-31 | $617k | 4.8k | 129.46 |
| 2022-12-31 | $1.1M | 8.3k | 135.85 |
| 2022-09-30 | $844k | 7.0k | 121.18 |