Health Care SPDR shares owned by Grubman Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Grubman Wealth Management
from 13F filings
Historical chart of Grubman Wealth Management investment in Health Care SPDR
Tip: Access up to 7 years of quarterly data
All positions including Health Care SPDR held by Grubman Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Health Care SPDR by Grubman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $412k | 3.1k | 134.79 |
| 2025-03-31 | $446k | 3.1k | 146.01 |
| 2024-12-31 | $420k | 3.1k | 137.57 |
| 2024-09-30 | $471k | 3.1k | 154.02 |
| 2024-06-30 | $445k | 3.1k | 145.75 |
| 2024-03-31 | $451k | 3.1k | 147.73 |
| 2023-12-31 | $417k | 3.1k | 136.38 |
| 2023-09-30 | $393k | 3.1k | 128.74 |
| 2023-06-30 | $406k | 3.1k | 132.73 |
| 2023-03-31 | $396k | 3.1k | 129.52 |
| 2022-12-31 | $473k | 3.5k | 135.85 |