Health Care SPDR shares owned by Fernwood Investment Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Fernwood Investment Management
from 13F filings
Historical chart of Fernwood Investment Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Fernwood Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.7M | 12k | 137.57 |
| 2024-09-30 | $1.9M | 12k | 154.02 |
| 2024-06-30 | $1.8M | 12k | 145.75 |
| 2024-03-31 | $1.8M | 12k | 147.73 |
| 2023-12-31 | $1.7M | 12k | 136.38 |
| 2023-09-30 | $1.6M | 12k | 128.74 |
| 2023-06-30 | $1.6M | 12k | 132.73 |
| 2023-03-31 | $1.6M | 12k | 129.46 |
| 2022-12-31 | $1.7M | 12k | 135.85 |
| 2022-09-30 | $1.5M | 12k | 121.14 |
| 2022-06-30 | $1.6M | 12k | 128.22 |
| 2022-03-31 | $1.7M | 13k | 136.96 |
| 2021-12-31 | $1.8M | 13k | 140.86 |
| 2021-09-30 | $1.6M | 13k | 127.31 |
| 2021-06-30 | $1.6M | 13k | 125.98 |
| 2021-03-31 | $1.5M | 13k | 116.72 |
| 2020-12-31 | $1.4M | 13k | 113.47 |
| 2020-09-30 | $1.3M | 13k | 105.46 |
| 2020-06-30 | $1.3M | 13k | 100.09 |
| 2020-03-31 | $1.1M | 12k | 88.62 |
| 2019-12-31 | $534k | 5.2k | 101.83 |
| 2019-09-30 | $482k | 5.3k | 90.19 |
| 2019-06-30 | $473k | 5.1k | 92.64 |
| 2019-03-31 | $500k | 5.4k | 91.83 |
| 2018-12-31 | $471k | 5.4k | 86.52 |
| 2018-09-30 | $518k | 5.4k | 95.15 |
| 2018-06-30 | $454k | 5.4k | 83.39 |
| 2018-03-31 | $467k | 5.7k | 81.33 |
| 2017-12-31 | $475k | 5.7k | 82.72 |
| 2017-09-30 | $446k | 5.5k | 81.80 |
| 2017-06-30 | $370k | 4.7k | 79.28 |
| 2017-03-31 | $347k | 4.7k | 74.35 |
| 2016-12-31 | $322k | 4.7k | 69.00 |
| 2016-09-30 | $329k | 4.6k | 72.04 |
| 2016-06-30 | $302k | 4.2k | 71.70 |
| 2016-03-31 | $285k | 4.2k | 67.66 |
| 2015-12-31 | $339k | 4.7k | 72.10 |
| 2015-09-30 | $331k | 5.0k | 66.19 |
| 2015-06-30 | $331k | 4.5k | 74.37 |
| 2015-03-31 | $228k | 3.1k | 72.47 |
More positions owned by Fernwood Investment Management
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