Health Care SPDR shares owned by Ballast Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in Health Care SPDR
Tip: Access up to 7 years of quarterly data
All positions including Health Care SPDR held by Ballast Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Health Care SPDR by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13k | 95 | 139.17 |
| 2025-06-30 | $13k | 95 | 134.79 |
| 2025-03-31 | $14k | 95 | 146.01 |
| 2024-12-31 | $13k | 95 | 137.57 |
| 2024-09-30 | $15k | 95 | 154.02 |
| 2024-06-30 | $14k | 95 | 145.75 |
| 2024-03-31 | $14k | 95 | 147.73 |
| 2023-12-31 | $14k | 103 | 136.38 |
| 2023-09-30 | $12k | 95 | 128.74 |
| 2023-06-30 | $13k | 95 | 132.73 |
| 2023-03-31 | $12k | 95 | 129.46 |
| 2022-12-31 | $13k | 95 | 135.85 |
| 2022-09-30 | $12k | 95 | 126.32 |
| 2022-06-30 | $14k | 110 | 127.27 |
| 2022-03-31 | $15k | 110 | 136.36 |
| 2021-12-31 | $13k | 95 | 136.84 |
| 2021-09-30 | $12k | 95 | 126.32 |
| 2021-06-30 | $12k | 95 | 126.32 |
| 2021-03-31 | $11k | 95 | 115.79 |
| 2020-12-31 | $11k | 95 | 115.79 |
| 2020-09-30 | $10k | 95 | 105.26 |
| 2020-06-30 | $10k | 95 | 105.26 |
| 2020-03-31 | $8.0k | 95 | 84.21 |
| 2019-12-31 | $10k | 95 | 105.26 |