Health Care SPDR shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.3M | 47k | 154.02 |
| 2024-06-30 | $6.9M | 48k | 145.75 |
| 2024-03-31 | $6.9M | 47k | 147.73 |
| 2023-12-31 | $6.5M | 47k | 136.38 |
| 2023-09-30 | $6.0M | 46k | 128.74 |
| 2023-06-30 | $6.3M | 48k | 132.73 |
| 2023-03-31 | $6.8M | 53k | 129.46 |
| 2022-12-31 | $8.2M | 60k | 135.85 |
| 2022-09-30 | $7.1M | 59k | 121.11 |
| 2022-06-30 | $6.3M | 49k | 128.24 |
| 2022-03-31 | $6.6M | 48k | 136.99 |
| 2021-12-31 | $7.0M | 49k | 140.89 |
| 2021-09-30 | $6.1M | 48k | 127.31 |
| 2021-06-30 | $5.8M | 46k | 125.96 |
| 2021-03-31 | $5.1M | 43k | 116.73 |
| 2020-12-31 | $4.5M | 40k | 113.43 |
| 2020-09-30 | $4.2M | 40k | 105.49 |
| 2020-06-30 | $4.3M | 43k | 100.07 |
| 2020-03-31 | $3.7M | 41k | 88.57 |
| 2019-12-31 | $4.5M | 44k | 101.87 |
| 2019-09-30 | $4.0M | 44k | 90.12 |
| 2019-06-30 | $4.0M | 43k | 92.64 |
| 2019-03-31 | $3.7M | 40k | 91.74 |
| 2018-12-31 | $3.5M | 41k | 86.52 |
| 2018-09-30 | $254k | 2.7k | 95.31 |
| 2018-03-31 | $276k | 3.4k | 81.42 |
| 2017-12-31 | $280k | 3.4k | 82.60 |
| 2017-09-30 | $436k | 5.3k | 81.76 |
| 2017-06-30 | $418k | 5.3k | 79.27 |
| 2017-03-31 | $1.2M | 16k | 74.35 |
| 2016-12-31 | $1.0M | 15k | 68.93 |
| 2016-09-30 | $1.0M | 14k | 72.09 |
| 2016-06-30 | $997k | 14k | 71.69 |
| 2016-03-31 | $971k | 14k | 67.79 |
| 2015-12-31 | $1.1M | 15k | 72.05 |
| 2015-09-30 | $271k | 4.1k | 66.28 |
| 2015-06-30 | $254k | 3.4k | 74.49 |