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Health Care SPDR shares owned by Pacific Financial Group

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

Historical chart of Pacific Financial Group investment in Health Care SPDR

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

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Quarterly reported holdings in Health Care SPDR by Pacific Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $221k 1.5k 146.61
2022-12-31 $205k 1.5k 135.86
2020-09-30 $3.9M 37k 105.49
2020-06-30 $4.2M 47k 88.58
2020-03-31 $4.2M 47k 88.59
2019-12-31 $46M 453k 101.86
2019-09-30 $44M 471k 92.64
2019-06-30 $42M 452k 91.75
2019-03-31 $41M 451k 91.75
2018-12-31 $19M 215k 86.51
2016-06-30 $1.2M 17k 71.72
2012-06-30 $358k 9.4k 38.02