Health Care SPDR shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $540k | 3.9k | 139.16 |
| 2025-06-30 | $516k | 3.8k | 134.80 |
| 2025-03-31 | $543k | 3.7k | 146.00 |
| 2024-12-31 | $554k | 4.0k | 137.56 |
| 2024-09-30 | $612k | 4.0k | 154.03 |
| 2024-06-30 | $518k | 3.6k | 145.73 |
| 2024-03-31 | $690k | 4.7k | 147.74 |
| 2023-12-31 | $642k | 4.7k | 136.39 |
| 2023-09-30 | $621k | 4.8k | 128.74 |
| 2023-06-30 | $657k | 5.0k | 132.73 |
| 2023-03-31 | $709k | 5.5k | 129.46 |
| 2022-12-31 | $1.5M | 11k | 135.85 |
| 2022-09-30 | $1.4M | 11k | 121.12 |
| 2022-06-30 | $1.5M | 12k | 128.22 |
| 2021-12-31 | $1.5M | 10k | 140.91 |
| 2021-03-31 | $1.5M | 11k | 136.96 |
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