Health Care SPDR shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $804k | 5.8k | 139.17 |
| 2025-06-30 | $766k | 5.7k | 134.79 |
| 2025-03-31 | $1.0M | 7.0k | 146.01 |
| 2024-12-31 | $958k | 7.0k | 137.57 |
| 2024-09-30 | $1.2M | 7.6k | 154.02 |
| 2024-06-30 | $1.2M | 8.1k | 145.75 |
| 2024-03-31 | $1.4M | 9.7k | 147.73 |
| 2023-09-30 | $1.4M | 11k | 128.74 |
| 2023-06-30 | $1.6M | 12k | 132.73 |
| 2023-03-31 | $1.5M | 12k | 129.45 |
| 2022-12-31 | $1.6M | 12k | 135.85 |
| 2022-09-30 | $1.5M | 12k | 121.11 |
| 2022-06-30 | $1.6M | 12k | 128.23 |
| 2022-03-31 | $1.6M | 12k | 136.98 |
| 2021-12-31 | $1.6M | 11k | 140.86 |
| 2021-06-30 | $1.5M | 12k | 125.92 |
| 2021-03-31 | $1.4M | 12k | 116.76 |
| 2020-12-31 | $1.2M | 11k | 113.43 |
| 2020-09-30 | $2.3M | 22k | 105.48 |
| 2020-06-30 | $2.2M | 22k | 100.09 |
| 2020-03-31 | $1.9M | 22k | 88.59 |
| 2019-12-31 | $2.2M | 22k | 101.85 |
| 2019-09-30 | $2.0M | 22k | 90.12 |
| 2019-06-30 | $2.2M | 24k | 92.66 |
| 2019-03-31 | $2.2M | 24k | 91.74 |
| 2018-12-31 | $2.1M | 25k | 86.51 |
| 2018-09-30 | $1.2M | 13k | 95.17 |
| 2018-06-30 | $1.2M | 14k | 83.49 |
| 2018-03-31 | $1.2M | 15k | 81.39 |
| 2017-12-31 | $1.1M | 14k | 82.66 |
| 2017-09-30 | $1.1M | 13k | 81.70 |
| 2017-06-30 | $1.0M | 13k | 79.22 |
| 2017-03-31 | $328k | 4.5k | 73.64 |
| 2014-12-31 | $266k | 3.8k | 70.26 |
| 2014-09-30 | $242k | 3.8k | 63.92 |
| 2014-06-30 | $233k | 3.8k | 61.54 |
| 2013-03-31 | $128k | 2.7k | 47.34 |