Health Care SPDR shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Health Care SPDR
Tip: Access up to 7 years of quarterly data
All positions including Health Care SPDR held by Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $535k | 3.8k | 139.17 |
| 2025-06-30 | $9.3k | 69 | 134.80 |
| 2025-03-31 | $10k | 69 | 146.01 |
| 2024-12-31 | $9.5k | 69 | 137.57 |
| 2024-09-30 | $11k | 69 | 154.01 |
| 2024-06-30 | $10k | 69 | 145.75 |
| 2024-03-31 | $10k | 69 | 147.72 |
| 2023-12-31 | $9.4k | 69 | 136.38 |
| 2023-09-30 | $8.9k | 69 | 128.74 |
| 2023-06-30 | $9.2k | 69 | 132.72 |
| 2023-03-31 | $8.9k | 69 | 129.46 |
| 2022-12-31 | $9.4k | 69 | 135.86 |
| 2022-09-30 | $2.0k | 19 | 105.26 |
| 2022-06-30 | $2.0k | 19 | 105.26 |
| 2022-03-31 | $3.0k | 19 | 157.89 |
| 2021-12-31 | $3.0k | 19 | 157.89 |
| 2021-09-30 | $2.0k | 19 | 105.26 |
| 2021-06-30 | $2.0k | 19 | 105.26 |
| 2021-03-31 | $2.0k | 19 | 105.26 |
| 2020-12-31 | $2.0k | 19 | 105.26 |
| 2020-09-30 | $2.0k | 19 | 105.26 |
| 2020-06-30 | $2.0k | 19 | 105.26 |
| 2020-03-31 | $2.0k | 19 | 105.26 |
| 2019-12-31 | $2.0k | 19 | 105.26 |
| 2019-09-30 | $2.0k | 19 | 105.26 |
| 2019-06-30 | $2.0k | 19 | 105.26 |
| 2019-03-31 | $2.0k | 19 | 105.26 |
More positions owned by Mark Sheptoff Financial Planning
View all positions for Mark Sheptoff Financial Planning