Health Care SPDR shares owned by Kozak & Associates
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $15M | 106k | 138.96 |
| 2024-09-30 | $13M | 86k | 153.28 |
| 2024-06-30 | $12M | 85k | 143.30 |
| 2024-03-31 | $11M | 73k | 146.03 |
| 2023-12-31 | $9.4M | 68k | 139.68 |
| 2023-09-30 | $6.2M | 48k | 130.01 |
| 2023-06-30 | $1.7M | 13k | 131.64 |
| 2023-03-31 | $1.3M | 10k | 129.46 |
| 2022-12-31 | $1.3M | 9.5k | 135.81 |
| 2022-09-30 | $207k | 1.7k | 122.41 |
| 2022-06-30 | $137k | 1.1k | 128.52 |
| 2022-03-31 | $33k | 252 | 130.95 |
| 2021-12-31 | $33k | 252 | 130.95 |
| 2021-09-30 | $33k | 251 | 131.47 |