Health Care SPDR shares owned by Peak Financial Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Peak Financial Management
from 13F filings
Historical chart of Peak Financial Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Peak Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $542k | 3.5k | 154.02 |
| 2024-06-30 | $559k | 3.8k | 145.75 |
| 2024-03-31 | $567k | 3.8k | 147.73 |
| 2023-12-31 | $541k | 4.0k | 136.38 |
| 2023-09-30 | $439k | 3.4k | 128.74 |
| 2023-06-30 | $458k | 3.5k | 132.73 |
| 2023-03-31 | $447k | 3.5k | 129.46 |
| 2022-12-31 | $469k | 3.5k | 135.85 |
| 2022-09-30 | $418k | 3.5k | 121.05 |
| 2022-06-30 | $443k | 3.5k | 128.29 |
| 2022-03-31 | $464k | 3.4k | 137.08 |
| 2021-12-31 | $477k | 3.4k | 140.92 |
| 2021-09-30 | $447k | 3.5k | 127.17 |
| 2021-06-30 | $436k | 3.5k | 125.83 |
| 2021-03-31 | $405k | 3.5k | 116.88 |
| 2020-12-31 | $440k | 3.9k | 113.55 |
| 2020-09-30 | $367k | 3.5k | 105.61 |
| 2020-06-30 | $348k | 3.5k | 100.14 |
| 2020-03-31 | $403k | 4.5k | 88.63 |
| 2019-12-31 | $637k | 6.3k | 101.89 |
| 2019-09-30 | $563k | 6.3k | 90.05 |
| 2019-06-30 | $579k | 6.3k | 92.61 |
| 2019-03-31 | $575k | 6.3k | 91.75 |
| 2018-12-31 | $542k | 6.3k | 86.48 |
| 2018-09-30 | $596k | 6.3k | 95.10 |
| 2018-06-30 | $523k | 6.3k | 83.45 |
| 2018-03-31 | $510k | 6.3k | 81.38 |
| 2017-12-31 | $518k | 6.3k | 82.66 |
| 2017-09-30 | $512k | 6.3k | 81.70 |
| 2017-06-30 | $485k | 6.1k | 79.29 |
| 2017-03-31 | $455k | 6.1k | 74.38 |
| 2016-12-31 | $422k | 6.1k | 68.99 |