Health Care SPDR shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $188k | 1.4k | 138.75 |
| 2025-06-30 | $197k | 1.4k | 145.39 |
| 2024-12-31 | $186k | 1.4k | 137.27 |
| 2024-09-30 | $133k | 869 | 153.05 |
| 2024-06-30 | $126k | 869 | 144.99 |
| 2024-03-31 | $110k | 740 | 148.65 |
| 2023-12-31 | $101k | 740 | 136.49 |
| 2023-09-30 | $95k | 740 | 128.38 |
| 2023-06-30 | $98k | 740 | 132.43 |
| 2023-03-31 | $100k | 739 | 135.32 |
| 2022-12-31 | $89k | 739 | 120.43 |
| 2022-09-30 | $90k | 739 | 121.79 |
| 2022-06-30 | $95k | 739 | 128.55 |
| 2022-03-31 | $94k | 689 | 136.43 |
| 2021-12-31 | $97k | 689 | 140.78 |
| 2021-09-30 | $88k | 689 | 127.72 |
| 2021-06-30 | $87k | 689 | 126.27 |
| 2021-03-31 | $79k | 679 | 116.35 |
| 2020-12-31 | $88k | 779 | 112.97 |
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