Health Care SPDR shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth investment in Health Care SPDR
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All positions including Health Care SPDR held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Health Care SPDR by Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $47k | 339 | 139.19 |
| 2025-06-30 | $46k | 338 | 134.76 |
| 2025-03-31 | $49k | 337 | 145.91 |
| 2024-12-31 | $34k | 246 | 137.57 |
| 2024-09-30 | $38k | 245 | 153.96 |
| 2024-06-30 | $36k | 244 | 147.11 |
| 2024-03-31 | $36k | 243 | 147.75 |
| 2023-12-31 | $45k | 332 | 136.23 |
| 2023-09-30 | $31k | 241 | 128.79 |
| 2023-06-30 | $32k | 240 | 132.79 |
| 2023-03-31 | $31k | 239 | 129.52 |
| 2022-12-31 | $32k | 238 | 135.96 |
| 2022-09-30 | $29k | 237 | 122.36 |
| 2022-06-30 | $30k | 236 | 127.12 |
| 2022-03-31 | $32k | 235 | 136.17 |
| 2021-12-31 | $33k | 235 | 140.43 |
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