Health Care SPDR shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $258k | 1.8k | 142.75 |
| 2025-06-30 | $238k | 1.8k | 131.56 |
| 2025-03-31 | $289k | 2.0k | 144.11 |
| 2024-12-31 | $291k | 2.0k | 144.77 |
| 2024-09-30 | $296k | 2.0k | 151.65 |
| 2024-06-30 | $286k | 2.0k | 144.98 |
| 2024-03-31 | $284k | 2.0k | 140.56 |
| 2023-12-31 | $281k | 2.0k | 138.88 |
| 2023-09-30 | $266k | 2.0k | 129.83 |
| 2023-06-30 | $270k | 2.0k | 131.58 |
| 2023-03-31 | $309k | 2.3k | 132.40 |
| 2022-12-31 | $339k | 2.5k | 133.71 |
| 2022-09-30 | $278k | 2.3k | 122.74 |
| 2022-06-30 | $295k | 2.3k | 130.24 |
| 2022-03-31 | $305k | 2.2k | 138.38 |
| 2021-12-31 | $285k | 2.2k | 129.66 |
| 2021-09-30 | $294k | 2.2k | 133.76 |
| 2021-06-30 | $260k | 2.0k | 133.33 |
| 2021-03-31 | $209k | 1.7k | 123.09 |
| 2020-12-31 | $758k | 6.4k | 117.65 |
| 2020-06-30 | $1.3M | 13k | 106.14 |
| 2020-03-31 | $1.3M | 13k | 99.63 |
| 2019-03-31 | $216 | 2.4k | 0.09 |
More positions owned by Castle Rock Wealth Management
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