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Health Care SPDR shares owned by Oxford Financial

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Oxford Financial from 13F filings

Historical chart of Oxford Financial investment in Health Care SPDR

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All positions including Health Care SPDR held by Oxford Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Health Care SPDR by Oxford Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $50k 360 139.17
2025-06-30 $49k 360 134.79
2025-03-31 $53k 360 146.01
2024-12-31 $50k 360 137.57
2024-09-30 $55k 360 154.02
2024-03-31 $159k 1.1k 147.73
2023-12-31 $110k 809 136.38
2023-03-31 $5.4k 42 129.45
2022-12-31 $6.0k 44 137.30
2022-09-30 $426k 3.5k 121.26
2022-06-30 $451k 3.5k 128.38
2022-03-31 $504k 3.7k 136.96
2021-12-31 $518k 3.7k 140.76
2021-09-30 $185k 1.5k 127.24
2021-06-30 $148k 1.2k 125.74
2021-03-31 $5.0k 44 113.64
2020-12-31 $5.0k 43 116.28
2020-09-30 $4.0k 42 95.24
2020-06-30 $4.0k 42 95.24
2020-03-31 $4.0k 42 95.24