Health Care SPDR shares owned by Centric Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 23k | 144.25 |
| 2025-06-30 | $353k | 2.7k | 130.15 |
| 2025-03-31 | $3.4M | 23k | 146.01 |
| 2024-12-31 | $398k | 2.9k | 137.57 |
| 2024-09-30 | $467k | 3.2k | 148.04 |
| 2024-06-30 | $462k | 3.1k | 149.97 |
| 2024-03-31 | $479k | 3.4k | 140.35 |
| 2023-12-31 | $490k | 3.4k | 142.41 |
| 2022-09-30 | $1.3M | 11k | 121.13 |
| 2022-06-30 | $1.4M | 11k | 128.28 |
| 2022-03-31 | $1.5M | 11k | 136.95 |