Health Care SPDR shares owned by Capital Financial Planning
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Capital Financial Planning
from 13F filings
Historical chart of Capital Financial Planning investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Capital Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.8M | 30k | 128.74 |
| 2023-06-30 | $4.8M | 36k | 132.73 |
| 2023-03-31 | $4.7M | 37k | 129.46 |
| 2022-12-31 | $5.2M | 38k | 135.85 |
| 2022-09-30 | $4.5M | 37k | 121.10 |
| 2022-06-30 | $5.7M | 45k | 128.24 |
| 2022-03-31 | $6.4M | 47k | 136.99 |
| 2021-12-31 | $7.0M | 50k | 140.90 |
| 2021-09-30 | $7.2M | 57k | 127.31 |
| 2021-06-30 | $6.4M | 51k | 125.94 |
| 2021-03-31 | $5.4M | 46k | 116.73 |
| 2020-12-31 | $4.6M | 41k | 113.43 |
| 2020-09-30 | $2.8M | 27k | 105.49 |
| 2020-06-30 | $2.0M | 20k | 100.06 |
| 2020-03-31 | $1.3M | 14k | 88.59 |
| 2019-12-31 | $648k | 6.4k | 101.89 |
| 2019-09-30 | $437k | 4.8k | 90.12 |
| 2019-06-30 | $500k | 5.4k | 92.68 |
| 2019-03-31 | $419k | 4.6k | 91.75 |
| 2018-12-31 | $358k | 4.2k | 86.18 |
More positions owned by Capital Financial Planning
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