Health Care SPDR shares owned by Heritage Trust
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Health Care SPDR
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All positions including Health Care SPDR held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Health Care SPDR by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $210k | 1.5k | 139.17 |
| 2018-12-31 | $26k | 298 | 87.25 |
| 2017-03-31 | $16k | 215 | 74.42 |