Health Care SPDR shares owned by Holistic Planning
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Health Care SPDR
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All positions including Health Care SPDR held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Health Care SPDR by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 7.7k | 139.16 |
| 2025-06-30 | $987k | 7.3k | 134.78 |
| 2025-03-31 | $962k | 6.6k | 146.01 |
| 2024-12-31 | $859k | 6.2k | 137.57 |
| 2024-09-30 | $220k | 1.4k | 154.02 |