Health Care SPDR shares owned by Bp Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Bp Wealth Management
from 13F filings
Historical chart of Bp Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Bp Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $572k | 4.1k | 139.17 |
| 2025-06-30 | $585k | 4.3k | 134.79 |
| 2025-03-31 | $785k | 5.4k | 146.01 |
| 2024-12-31 | $1.0M | 7.4k | 137.57 |
| 2024-06-30 | $1.1M | 7.9k | 145.75 |
| 2024-03-31 | $1.1M | 7.4k | 147.73 |
| 2023-12-31 | $986k | 7.2k | 136.38 |
| 2023-09-30 | $1.1M | 8.5k | 128.74 |
| 2023-06-30 | $1.8M | 13k | 132.73 |
| 2023-03-31 | $1.9M | 14k | 129.46 |
| 2022-12-31 | $2.1M | 16k | 135.85 |
| 2022-09-30 | $2.1M | 17k | 121.09 |
| 2022-06-30 | $1.9M | 15k | 128.24 |
| 2022-03-31 | $1.6M | 12k | 136.88 |
| 2021-12-31 | $1.7M | 12k | 137.25 |
| 2021-09-30 | $3.3M | 26k | 127.28 |
| 2021-06-30 | $3.6M | 29k | 125.92 |
| 2021-03-31 | $5.4M | 46k | 116.74 |
| 2020-12-31 | $6.2M | 54k | 113.44 |
| 2020-09-30 | $6.0M | 57k | 105.49 |
| 2020-06-30 | $5.3M | 53k | 100.08 |
| 2020-03-31 | $4.3M | 49k | 88.59 |
| 2019-12-31 | $4.6M | 45k | 101.86 |
| 2019-09-30 | $516k | 5.7k | 90.12 |
| 2019-06-30 | $505k | 5.5k | 92.59 |