Health Care SPDR shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $118k | 845 | 139.17 |
| 2025-06-30 | $140k | 1.0k | 134.79 |
| 2025-03-31 | $161k | 1.1k | 146.01 |
| 2024-12-31 | $153k | 1.1k | 137.57 |
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