Health Care SPDR shares owned by Caldwell Trust
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $615k | 4.4k | 139.17 |
| 2021-12-31 | $576k | 4.1k | 140.89 |
| 2021-09-30 | $514k | 4.0k | 127.30 |
| 2021-06-30 | $496k | 3.9k | 125.95 |
| 2021-03-31 | $493k | 4.2k | 116.74 |
| 2020-12-31 | $468k | 4.1k | 113.44 |
| 2020-09-30 | $607k | 5.8k | 105.48 |
| 2020-06-30 | $492k | 4.9k | 100.07 |
| 2020-03-31 | $592k | 6.7k | 88.58 |
| 2019-12-31 | $582k | 5.7k | 101.86 |