Health Care SPDR shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $253k | 1.8k | 139.17 |
| 2025-06-30 | $244k | 1.8k | 134.79 |
| 2025-03-31 | $312k | 2.1k | 146.01 |
| 2024-12-31 | $248k | 1.8k | 137.57 |
| 2024-09-30 | $277k | 1.8k | 154.02 |
| 2024-06-30 | $255k | 1.7k | 145.75 |
| 2024-03-31 | $258k | 1.7k | 147.73 |
| 2023-12-31 | $238k | 1.7k | 136.38 |
| 2023-09-30 | $225k | 1.7k | 128.74 |
| 2023-06-30 | $232k | 1.7k | 132.73 |
| 2023-03-31 | $226k | 1.7k | 129.46 |
| 2022-12-31 | $237k | 1.7k | 135.85 |
| 2022-09-30 | $212k | 1.7k | 121.11 |
| 2022-06-30 | $224k | 1.7k | 128.24 |
| 2022-03-31 | $245k | 1.8k | 138.07 |
| 2021-12-31 | $250k | 1.8k | 140.77 |
| 2021-09-30 | $214k | 1.7k | 127.46 |
| 2021-06-30 | $211k | 1.7k | 125.67 |
| 2021-03-31 | $196k | 1.7k | 116.74 |
| 2020-12-31 | $190k | 1.7k | 113.16 |
| 2020-09-30 | $177k | 1.7k | 105.42 |
| 2020-06-30 | $168k | 1.7k | 100.06 |
More positions owned by Rockbridge Investment Management, LCC
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