Health Care SPDR shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.2M | 21k | 154.80 |
| 2025-09-30 | $3.2M | 23k | 139.17 |
| 2025-06-30 | $2.7M | 20k | 134.79 |
| 2025-03-31 | $2.9M | 20k | 146.01 |
| 2024-12-31 | $2.7M | 20k | 137.57 |
| 2024-09-30 | $3.1M | 20k | 154.02 |
| 2024-06-30 | $2.9M | 20k | 145.75 |
| 2024-03-31 | $2.9M | 20k | 147.73 |
| 2023-12-31 | $2.9M | 21k | 136.24 |
| 2023-09-30 | $2.5M | 20k | 128.74 |
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