Health Care SPDR shares owned by Gratus Wealth Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Gratus Wealth Advisors
from 13F filings
Historical chart of Gratus Wealth Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Gratus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 85k | 139.17 |
| 2025-06-30 | $11M | 81k | 134.79 |
| 2025-03-31 | $12M | 80k | 146.01 |
| 2024-12-31 | $14M | 103k | 137.57 |
| 2024-09-30 | $15M | 96k | 150.97 |
| 2024-06-30 | $14M | 92k | 147.87 |
| 2024-03-31 | $13M | 96k | 138.43 |
| 2023-12-31 | $13M | 97k | 136.38 |