Health Care SPDR shares owned by Forum Financial Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $432k | 3.1k | 139.17 |
| 2025-06-30 | $475k | 3.5k | 134.80 |
| 2025-03-31 | $449k | 3.1k | 146.03 |
| 2024-12-31 | $1.0M | 7.4k | 137.57 |
| 2024-09-30 | $1.1M | 7.4k | 154.02 |
| 2024-06-30 | $1.1M | 7.4k | 145.75 |
| 2024-03-31 | $410k | 2.8k | 147.75 |
| 2023-12-31 | $382k | 2.8k | 136.40 |
| 2023-09-30 | $382k | 3.0k | 128.72 |
| 2023-06-30 | $421k | 3.2k | 132.75 |
| 2023-03-31 | $430k | 3.3k | 129.48 |
More positions owned by Forum Financial Management
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