Health Care SPDR shares owned by Montis Financial
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Montis Financial
from 13F filings
Historical chart of Montis Financial investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Montis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $847k | 6.1k | 139.18 |
| 2025-03-31 | $512k | 3.5k | 146.03 |
| 2024-12-31 | $480k | 3.5k | 137.57 |
| 2024-09-30 | $559k | 3.6k | 154.03 |