Health Care SPDR shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $93k | 668 | 139.17 |
| 2025-06-30 | $115k | 855 | 134.79 |
| 2025-03-31 | $125k | 855 | 146.01 |
| 2024-12-31 | $118k | 855 | 137.57 |
| 2024-09-30 | $132k | 855 | 154.02 |
| 2024-06-30 | $125k | 855 | 145.75 |
| 2024-03-31 | $126k | 855 | 147.73 |
| 2023-12-31 | $117k | 855 | 136.38 |
| 2023-09-30 | $110k | 855 | 128.74 |
| 2023-06-30 | $114k | 855 | 132.73 |
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