Health Care SPDR shares owned by Phoenix Holdings
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Phoenix Holdings
from 13F filings
Historical chart of Phoenix Holdings investment in Health Care SPDR
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All positions including Health Care SPDR held by Phoenix Holdings consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Health Care SPDR by Phoenix Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $135M | 966k | 139.17 |
| 2025-06-30 | $130M | 967k | 134.79 |
| 2025-03-31 | $199M | 1.4M | 146.01 |
| 2024-12-31 | $178M | 1.3M | 137.57 |
| 2024-09-30 | $260M | 1.7M | 154.02 |
| 2024-06-30 | $190M | 1.3M | 145.75 |
| 2024-03-31 | $252M | 1.7M | 147.77 |
| 2023-12-31 | $127M | 829k | 153.62 |
| 2023-09-30 | $177M | 1.4M | 128.74 |
| 2023-06-30 | $252M | 1.9M | 132.73 |
| 2023-03-31 | $246M | 1.9M | 129.46 |
| 2022-12-31 | $429M | 3.2M | 135.85 |
| 2022-09-30 | $267M | 2.2M | 122.80 |
| 2022-06-30 | $239M | 1.9M | 128.24 |
| 2022-03-31 | $361M | 2.6M | 136.99 |
| 2021-12-31 | $365M | 2.6M | 140.89 |
| 2021-09-30 | $284M | 2.2M | 127.30 |
| 2021-06-30 | $115M | 915k | 125.95 |
| 2021-03-31 | $13M | 109k | 116.74 |
| 2020-12-31 | $1.3M | 12k | 113.28 |
| 2020-09-30 | $552k | 5.5k | 99.48 |
| 2020-06-30 | $1.6M | 17k | 95.13 |
| 2020-03-31 | $7.3M | 85k | 86.52 |