Health Care SPDR shares owned by Castle Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $490k | 3.6k | 137.57 |
| 2024-09-30 | $360k | 2.3k | 154.01 |
| 2024-06-30 | $345k | 2.4k | 145.78 |
| 2024-03-31 | $287k | 1.9k | 147.76 |
| 2023-12-31 | $640k | 4.7k | 136.39 |
| 2023-09-30 | $290k | 2.3k | 128.74 |
| 2023-06-30 | $300k | 2.3k | 132.73 |
| 2023-03-31 | $317k | 2.5k | 129.46 |
| 2022-12-31 | $348k | 2.6k | 135.84 |
| 2022-09-30 | $306k | 2.5k | 120.90 |
| 2022-06-30 | $260k | 2.0k | 128.21 |