Health Care SPDR shares owned by Root Financial Partners
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in Health Care SPDR
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All positions including Health Care SPDR held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Health Care SPDR by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $220k | 1.4k | 158.65 |
| 2026-03-31 | $124k | 844 | 146.59 |
| 2025-12-31 | $104k | 673 | 154.78 |
| 2025-09-30 | $63k | 453 | 139.29 |
| 2025-03-31 | $223k | 1.5k | 146.00 |
| 2024-12-31 | $215k | 1.6k | 137.57 |