Health Care SPDR shares owned by Edge Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Edge Wealth Management
from 13F filings
Historical chart of Edge Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Edge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $389k | 2.8k | 139.19 |
| 2025-06-30 | $465k | 3.5k | 134.72 |
| 2025-03-31 | $587k | 4.0k | 146.00 |
| 2024-12-31 | $529k | 3.8k | 137.57 |
| 2024-09-30 | $592k | 3.8k | 154.02 |
| 2024-06-30 | $560k | 3.8k | 145.75 |
| 2021-12-31 | $51k | 360 | 141.67 |
| 2021-09-30 | $46k | 360 | 127.78 |
| 2021-06-30 | $45k | 360 | 125.00 |
| 2021-03-31 | $42k | 360 | 116.67 |
| 2020-06-30 | $12k | 124 | 96.77 |
| 2020-03-31 | $4.0k | 44 | 90.91 |
| 2019-12-31 | $15k | 144 | 104.17 |
| 2019-09-30 | $13k | 149 | 87.25 |
| 2019-06-30 | $37k | 399 | 92.73 |
| 2019-03-31 | $37k | 399 | 92.73 |
| 2018-12-31 | $35k | 399 | 87.72 |
| 2018-09-30 | $38k | 399 | 95.24 |
| 2018-06-30 | $33k | 394 | 83.76 |
| 2018-03-31 | $28k | 350 | 80.00 |
| 2017-12-31 | $29k | 350 | 82.86 |
| 2017-09-30 | $29k | 350 | 82.86 |
| 2017-06-30 | $28k | 350 | 80.00 |
| 2017-03-31 | $26k | 350 | 74.29 |
| 2016-12-31 | $24k | 350 | 68.57 |
| 2016-09-30 | $25k | 350 | 71.43 |
| 2016-06-30 | $25k | 350 | 71.43 |
| 2016-03-31 | $24k | 350 | 68.57 |
| 2015-12-31 | $46k | 630 | 73.02 |