Health Care SPDR shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 7.7k | 144.12 |
| 2025-06-30 | $1.3M | 9.9k | 134.97 |
| 2025-03-31 | $1.3M | 9.6k | 136.87 |
| 2024-12-31 | $1.3M | 9.1k | 139.64 |
| 2024-09-30 | $1.2M | 7.9k | 153.28 |
| 2024-06-30 | $1.4M | 9.3k | 146.32 |
| 2024-03-31 | $1.3M | 9.3k | 138.68 |
| 2023-12-31 | $1.6M | 12k | 139.38 |
| 2023-09-30 | $1.5M | 12k | 128.57 |
| 2023-06-30 | $1.5M | 11k | 132.73 |
| 2023-03-31 | $1.3M | 9.7k | 134.22 |
| 2022-12-31 | $1.3M | 9.7k | 133.59 |
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