Health Care SPDR shares owned by Forbes Financial Planning
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Forbes Financial Planning
from 13F filings
Historical chart of Forbes Financial Planning investment in Health Care SPDR
Tip: Access up to 7 years of quarterly data
All positions including Health Care SPDR held by Forbes Financial Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Health Care SPDR by Forbes Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.2M | 27k | 154.02 |
| 2024-06-30 | $4.1M | 28k | 145.75 |
| 2024-03-31 | $4.2M | 29k | 147.73 |
| 2023-09-30 | $4.3M | 34k | 128.74 |
| 2023-06-30 | $4.7M | 35k | 132.73 |
| 2023-03-31 | $4.8M | 37k | 129.46 |
| 2022-12-31 | $394k | 3.3k | 121.09 |
| 2022-09-30 | $394k | 3.3k | 121.23 |
| 2022-06-30 | $425k | 3.3k | 128.48 |
| 2022-03-31 | $484k | 3.5k | 137.03 |
| 2021-12-31 | $540k | 3.8k | 140.41 |