Health Care SPDR shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 25k | 139.17 |
| 2025-06-30 | $3.5M | 26k | 134.79 |
| 2025-03-31 | $3.8M | 26k | 146.01 |
| 2024-12-31 | $3.4M | 25k | 137.57 |
| 2024-09-30 | $2.4M | 15k | 154.02 |
| 2024-06-30 | $2.2M | 15k | 145.75 |
| 2024-03-31 | $1.8M | 8.2k | 217.82 |
| 2023-12-31 | $1.8M | 13k | 136.38 |
| 2021-09-30 | $998k | 7.8k | 127.31 |
| 2021-06-30 | $984k | 7.8k | 125.91 |
| 2021-03-31 | $994k | 8.1k | 122.87 |
| 2020-12-31 | $942k | 8.0k | 117.32 |
| 2020-09-30 | $852k | 8.1k | 105.45 |
| 2020-06-30 | $558k | 5.2k | 107.23 |
More positions owned by Pensionmark Financial Group
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