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Health Care SPDR shares owned by Moulton Wealth Management

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

Historical chart of Moulton Wealth Management investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Moulton Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 26k 151.64
2024-06-30 $3.1M 21k 145.81
2024-03-31 $3.1M 21k 147.73
2021-12-31 $388k 2.8k 137.54
2021-09-30 $2.2M 17k 127.33