Health Care SPDR shares owned by P.J. Schmidt Investment Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by P.J. Schmidt Investment Management
from 13F filings
Historical chart of P.J. Schmidt Investment Management investment in Health Care SPDR
Tip: Access up to 7 years of quarterly data
All positions including Health Care SPDR held by P.J. Schmidt Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Health Care SPDR by P.J. Schmidt Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $486k | 3.5k | 139.17 |
| 2025-06-30 | $519k | 3.9k | 134.77 |
| 2025-03-31 | $765k | 5.2k | 146.00 |
| 2024-12-31 | $966k | 7.0k | 137.57 |
| 2024-09-30 | $1.4M | 8.9k | 154.02 |
| 2024-06-30 | $1.5M | 11k | 145.75 |
| 2024-03-31 | $1.7M | 12k | 147.73 |
| 2023-12-31 | $1.6M | 11k | 139.27 |
| 2023-09-30 | $1.4M | 11k | 128.57 |
| 2023-06-30 | $1.5M | 11k | 135.88 |
| 2023-03-31 | $1.4M | 10k | 132.40 |
| 2022-12-31 | $1.4M | 11k | 135.85 |
| 2022-09-30 | $1.3M | 10k | 126.57 |
| 2022-06-30 | $1.3M | 9.9k | 129.40 |
| 2022-03-31 | $900k | 6.9k | 130.28 |
| 2021-12-31 | $305k | 2.3k | 131.18 |
| 2021-09-30 | $295k | 2.2k | 132.58 |
| 2021-06-30 | $293k | 2.2k | 131.69 |
| 2021-03-31 | $271k | 2.2k | 121.80 |
| 2020-12-31 | $256k | 2.2k | 115.06 |
| 2020-09-30 | $236k | 2.2k | 106.07 |
| 2020-06-30 | $223k | 2.2k | 100.22 |
| 2019-12-31 | $222k | 2.2k | 101.69 |
| 2019-06-30 | $202k | 2.2k | 92.53 |
| 2019-03-31 | $200k | 2.2k | 91.62 |
| 2018-09-30 | $208k | 2.2k | 95.28 |
More positions owned by P.J. Schmidt Investment Management
View all positions for P.J. Schmidt Investment Management