Health Care SPDR shares owned by Peterson Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Peterson Wealth Management
from 13F filings
Historical chart of Peterson Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Peterson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $2.4M | 16k | 146.01 |
| 2024-12-31 | $2.1M | 15k | 137.57 |
| 2024-09-30 | $2.1M | 14k | 154.02 |
| 2024-06-30 | $1.7M | 12k | 145.75 |
| 2024-03-31 | $936k | 6.3k | 147.73 |
| 2023-12-31 | $824k | 6.0k | 136.38 |
| 2023-09-30 | $1.1M | 8.5k | 128.74 |
| 2023-06-30 | $1.2M | 9.0k | 132.73 |
| 2023-03-31 | $1.2M | 9.3k | 129.45 |
| 2022-12-31 | $1.3M | 9.5k | 135.84 |
| 2022-09-30 | $1.4M | 12k | 121.14 |
| 2022-06-30 | $1.0M | 7.9k | 128.24 |
| 2022-03-31 | $2.5M | 19k | 136.98 |
| 2021-12-31 | $2.9M | 21k | 140.87 |
| 2021-09-30 | $2.5M | 20k | 127.32 |
| 2021-06-30 | $2.4M | 19k | 125.96 |
| 2021-03-31 | $2.1M | 18k | 116.72 |
| 2020-12-31 | $3.5M | 31k | 113.43 |
| 2020-09-30 | $3.2M | 31k | 105.47 |
| 2020-06-30 | $3.2M | 32k | 100.06 |
| 2020-03-31 | $2.1M | 24k | 88.58 |
More positions owned by Peterson Wealth Management
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