Health Care SPDR shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in Health Care SPDR
Tip: Access up to 7 years of quarterly data
All positions including Health Care SPDR held by Moneta Group Investment Advisors 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 Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 8.5k | 139.18 |
| 2025-06-30 | $1.4M | 10k | 134.80 |
| 2025-03-31 | $1.5M | 11k | 146.01 |
| 2024-12-31 | $1.4M | 11k | 137.57 |
| 2024-09-30 | $1.5M | 9.8k | 154.01 |
| 2024-06-30 | $1.5M | 10k | 145.76 |
| 2024-03-31 | $1.3M | 8.9k | 147.74 |
| 2023-12-31 | $1.2M | 8.7k | 136.38 |
| 2023-09-30 | $1.2M | 9.0k | 128.74 |
| 2023-06-30 | $1.1M | 8.3k | 132.73 |
| 2023-03-31 | $1.1M | 8.4k | 129.46 |
| 2022-12-31 | $1.1M | 4.0k | 281.20 |
| 2022-09-30 | $972k | 8.0k | 121.11 |
| 2022-06-30 | $1.1M | 8.3k | 128.24 |
| 2022-03-31 | $1.0M | 7.5k | 136.99 |
| 2021-12-31 | $1.0M | 7.3k | 140.89 |
| 2021-09-30 | $936k | 7.4k | 127.30 |
| 2021-06-30 | $832k | 6.6k | 125.95 |
| 2021-03-31 | $772k | 6.6k | 116.74 |
| 2018-09-30 | $270k | 2.8k | 95.27 |
| 2018-06-30 | $171k | 2.1k | 83.29 |
More positions owned by Moneta Group Investment Advisors
View all positions for Moneta Group Investment Advisors