Health Care SPDR shares owned by Monetary Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Monetary Management
from 13F filings
Historical chart of Monetary Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Monetary Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $457k | 3.0k | 154.80 |
| 2025-09-30 | $411k | 3.0k | 139.17 |
| 2025-06-30 | $398k | 3.0k | 134.79 |
| 2025-03-31 | $431k | 3.0k | 146.01 |
| 2024-12-31 | $275k | 2.0k | 137.57 |
| 2024-09-30 | $308k | 2.0k | 154.02 |
| 2024-06-30 | $248k | 1.7k | 145.75 |
| 2024-03-31 | $214k | 1.5k | 147.73 |
| 2023-09-30 | $174k | 1.4k | 128.74 |
| 2023-06-30 | $139k | 1.1k | 132.73 |
| 2023-03-31 | $136k | 1.1k | 129.46 |
| 2022-12-31 | $102k | 750 | 135.85 |
| 2022-09-30 | $91k | 750 | 121.33 |
| 2022-06-30 | $96k | 750 | 128.00 |
| 2022-03-31 | $82k | 600 | 136.67 |
| 2021-12-31 | $85k | 600 | 141.67 |
| 2021-09-30 | $76k | 600 | 126.67 |
| 2021-06-30 | $50k | 400 | 125.00 |
| 2021-03-31 | $47k | 400 | 117.50 |
| 2020-12-31 | $45k | 400 | 112.50 |
| 2020-09-30 | $42k | 400 | 105.00 |
| 2020-06-30 | $40k | 400 | 100.00 |
| 2020-03-31 | $35k | 400 | 87.50 |
| 2019-12-31 | $25k | 250 | 100.00 |
| 2019-09-30 | $23k | 250 | 92.00 |
| 2019-06-30 | $23k | 250 | 92.00 |
| 2019-03-31 | $23k | 250 | 92.00 |
| 2018-12-31 | $22k | 250 | 88.00 |
| 2018-09-30 | $24k | 250 | 96.00 |
| 2018-06-30 | $21k | 250 | 84.00 |
| 2018-03-31 | $20k | 250 | 80.00 |
| 2017-12-31 | $21k | 250 | 84.00 |
| 2017-09-30 | $20k | 250 | 80.00 |
| 2017-06-30 | $20k | 250 | 80.00 |
| 2017-03-31 | $19k | 250 | 76.00 |
| 2016-12-31 | $29k | 415 | 69.88 |
| 2016-09-30 | $16k | 215 | 74.42 |
| 2016-06-30 | $7.0k | 100 | 70.00 |
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