Health Care SPDR shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $796k | 5.7k | 139.17 |
| 2025-06-30 | $840k | 6.2k | 134.79 |
| 2025-03-31 | $917k | 6.3k | 146.01 |
| 2024-12-31 | $768k | 5.6k | 137.57 |
| 2024-09-30 | $877k | 5.7k | 154.02 |
| 2024-06-30 | $851k | 5.8k | 145.75 |
| 2024-03-31 | $871k | 5.9k | 147.73 |
| 2023-12-31 | $758k | 5.6k | 136.38 |
| 2023-09-30 | $644k | 5.0k | 128.74 |
| 2023-06-30 | $576k | 4.3k | 132.73 |
| 2023-03-31 | $629k | 4.9k | 129.46 |
| 2022-12-31 | $615k | 4.5k | 135.85 |
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