Health Care SPDR shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $274k | 2.0k | 139.15 |
| 2025-06-30 | $265k | 2.0k | 134.77 |
| 2025-03-31 | $286k | 2.0k | 146.04 |
| 2024-12-31 | $298k | 2.2k | 137.58 |
| 2024-09-30 | $410k | 2.8k | 147.71 |
| 2024-06-30 | $385k | 2.6k | 145.77 |
| 2024-03-31 | $410k | 2.8k | 147.71 |
| 2023-12-31 | $355k | 2.6k | 136.38 |
| 2023-09-30 | $335k | 2.6k | 128.74 |
| 2023-06-30 | $345k | 2.6k | 132.73 |
| 2023-03-31 | $385k | 2.8k | 135.85 |
| 2022-12-31 | $385k | 2.8k | 135.85 |
| 2022-09-30 | $345k | 2.8k | 121.22 |
| 2022-06-30 | $365k | 2.8k | 128.25 |
| 2022-03-31 | $390k | 2.8k | 137.03 |
| 2021-12-31 | $404k | 2.9k | 140.72 |
| 2021-09-30 | $365k | 2.9k | 127.13 |
| 2021-06-30 | $362k | 2.9k | 126.09 |
| 2021-03-31 | $268k | 2.3k | 116.72 |
More positions owned by Monticello Wealth Management
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