Health Care SPDR shares owned by Fiduciary Planning
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Fiduciary Planning
from 13F filings
Historical chart of Fiduciary Planning investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Fiduciary Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $222k | 1.6k | 139.21 |
| 2025-06-30 | $286k | 2.1k | 134.77 |
| 2025-03-31 | $387k | 2.6k | 146.02 |
| 2024-12-31 | $764k | 5.6k | 137.58 |
| 2024-09-30 | $1.4M | 9.0k | 154.02 |
| 2024-06-30 | $1.3M | 8.6k | 145.74 |
| 2024-03-31 | $1.4M | 9.3k | 147.73 |
| 2023-12-31 | $1.2M | 8.5k | 136.39 |
| 2023-09-30 | $315k | 2.4k | 128.74 |