Health Care SPDR shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $160k | 1.1k | 139.17 |
| 2025-06-30 | $50k | 370 | 134.79 |
| 2025-03-31 | $54k | 370 | 146.01 |
| 2024-12-31 | $51k | 370 | 137.57 |
| 2024-09-30 | $57k | 370 | 154.02 |
| 2024-06-30 | $54k | 370 | 145.75 |
| 2024-03-31 | $55k | 370 | 147.73 |
| 2023-12-31 | $51k | 370 | 136.38 |
| 2023-09-30 | $48k | 370 | 128.74 |
| 2023-06-30 | $49k | 370 | 132.73 |
| 2023-03-31 | $48k | 370 | 129.46 |
| 2022-12-31 | $50k | 370 | 135.85 |
| 2022-09-30 | $45k | 370 | 121.62 |
More positions owned by Phillips Financial Management
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