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Health Care SPDR shares owned by MontVue Capital Management

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by MontVue Capital Management from 13F filings

Historical chart of MontVue Capital Management investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by MontVue Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Health Care SPDR by MontVue Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 21k 139.17
2025-06-30 $2.8M 21k 134.79
2025-03-31 $3.1M 22k 146.01
2024-12-31 $3.0M 22k 137.57
2024-09-30 $3.4M 22k 154.02
2024-06-30 $3.2M 22k 145.75
2024-03-31 $3.3M 22k 147.73
2023-12-31 $3.1M 23k 136.38

More positions owned by MontVue Capital Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Technology (XLK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard World Inf Tech Etf (VGT)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard World Financials Etf (VFH)
Vanguard World Comm Srvc Etf (VOX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Communication (XLC)

View all positions for MontVue Capital Management

Top funds holding Health Care SPDR

Jpmorgan Chase & Co
Morgan Stanley
Jane Street
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
UBS Group
Raymond James Financial
Susquehanna International
Envestnet Asset Management
Nissay Asset Management Corp
Citadel Advisors
Caisse de depot et placement du Quebec
Royal Bank of Canada
Harel Insurance Investments & Financial Services

View all funds holding Health Care SPDR