Health Care SPDR shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 20k | 139.17 |
| 2025-06-30 | $2.4M | 18k | 134.79 |
| 2025-03-31 | $2.4M | 16k | 146.01 |
| 2024-12-31 | $2.7M | 19k | 137.57 |
| 2024-09-30 | $3.4M | 22k | 154.02 |
| 2024-06-30 | $2.8M | 20k | 145.75 |
| 2024-03-31 | $3.5M | 24k | 147.73 |
| 2023-12-31 | $3.2M | 24k | 136.38 |
| 2023-09-30 | $2.1M | 16k | 128.74 |
| 2023-06-30 | $421k | 3.2k | 132.74 |
| 2023-03-31 | $505k | 3.9k | 129.47 |
| 2022-12-31 | $529k | 3.9k | 135.85 |
| 2022-09-30 | $470k | 3.9k | 121.01 |
| 2022-06-30 | $448k | 3.5k | 128.11 |
| 2022-03-31 | $477k | 3.5k | 136.91 |
| 2021-12-31 | $465k | 3.3k | 140.82 |
| 2021-09-30 | $383k | 3.0k | 127.33 |
| 2021-06-30 | $378k | 3.0k | 125.96 |
| 2021-03-31 | $350k | 3.0k | 116.90 |
| 2020-12-31 | $356k | 3.1k | 113.59 |
| 2020-09-30 | $326k | 3.1k | 105.64 |
| 2020-06-30 | $308k | 3.1k | 100.03 |
| 2020-03-31 | $272k | 3.1k | 88.57 |
| 2019-09-30 | $271k | 3.0k | 90.09 |