Health Care SPDR shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 23k | 139.17 |
| 2025-06-30 | $3.3M | 25k | 134.79 |
| 2025-03-31 | $3.8M | 26k | 145.95 |
| 2024-12-31 | $3.6M | 23k | 157.03 |
| 2024-09-30 | $3.4M | 22k | 154.03 |
| 2024-06-30 | $2.6M | 18k | 145.76 |
| 2024-03-31 | $3.0M | 20k | 147.74 |
| 2023-09-30 | $1.2M | 9.5k | 128.75 |
| 2023-06-30 | $3.5M | 26k | 132.73 |
| 2023-03-31 | $3.0M | 23k | 129.46 |
| 2022-12-31 | $5.9M | 43k | 135.85 |
| 2022-09-30 | $2.8M | 23k | 121.09 |
| 2022-06-30 | $2.9M | 23k | 128.24 |
| 2022-03-31 | $3.9M | 28k | 137.00 |
| 2021-12-31 | $3.3M | 23k | 140.98 |
| 2021-09-30 | $8.2M | 65k | 127.28 |
| 2021-06-30 | $2.7M | 21k | 125.91 |
| 2021-03-31 | $1.9M | 16k | 116.72 |
| 2020-12-31 | $1.6M | 14k | 113.42 |
| 2020-09-30 | $990k | 11k | 88.60 |
| 2020-06-30 | $1.3M | 13k | 100.14 |
| 2020-03-31 | $990k | 11k | 88.60 |
| 2019-12-31 | $1.5M | 15k | 101.84 |
| 2019-09-30 | $1.8M | 21k | 90.15 |
| 2019-06-30 | $1.5M | 16k | 92.62 |
| 2019-03-31 | $14M | 149k | 91.80 |
| 2018-12-31 | $1.4M | 17k | 86.50 |
| 2018-09-30 | $1.4M | 15k | 95.17 |
| 2018-06-30 | $779k | 9.3k | 83.42 |
| 2018-03-31 | $680k | 8.3k | 81.45 |
| 2017-12-31 | $759k | 9.2k | 82.72 |
| 2017-09-30 | $620k | 7.6k | 81.71 |
More positions owned by Belpointe Asset Management
View all positions for Belpointe Asset Management