Health Care SPDR shares owned by Independent Financial Group
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.2M | 28k | 146.61 |
| 2025-09-30 | $5.1M | 37k | 139.17 |
| 2025-06-30 | $6.0M | 45k | 134.79 |
| 2025-03-31 | $6.9M | 48k | 146.01 |
| 2024-12-31 | $5.6M | 41k | 137.57 |
| 2024-09-30 | $7.1M | 46k | 154.02 |
| 2024-06-30 | $7.0M | 48k | 145.75 |
| 2024-03-31 | $6.8M | 46k | 147.73 |
| 2023-12-31 | $5.8M | 42k | 136.38 |
| 2023-09-30 | $3.2M | 25k | 128.74 |
| 2023-06-30 | $3.0M | 23k | 132.73 |
| 2023-03-31 | $3.0M | 23k | 129.46 |
| 2022-12-31 | $3.1M | 23k | 135.85 |
| 2022-09-30 | $2.4M | 20k | 121.12 |
| 2022-06-30 | $2.4M | 19k | 128.24 |
| 2022-03-31 | $2.3M | 17k | 136.99 |
| 2021-12-31 | $2.6M | 18k | 140.89 |
| 2021-09-30 | $1.9M | 15k | 127.30 |
| 2021-06-30 | $1.7M | 14k | 125.95 |
| 2021-03-31 | $1.6M | 14k | 116.74 |
| 2020-12-31 | $1.5M | 13k | 113.44 |
| 2020-09-30 | $1.4M | 13k | 105.48 |
| 2020-06-30 | $1.1M | 11k | 100.07 |
| 2020-03-31 | $950k | 11k | 88.58 |
More positions owned by Independent Financial Group
View all positions for Independent Financial Group