Health Care SPDR shares owned by SFG Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by SFG Wealth Management
from 13F filings
Historical chart of SFG Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by SFG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 14k | 139.17 |
| 2025-06-30 | $9.8M | 73k | 134.79 |
| 2025-03-31 | $11M | 78k | 146.01 |
| 2024-12-31 | $10M | 75k | 137.57 |
| 2024-09-30 | $10M | 68k | 154.02 |
| 2024-06-30 | $9.6M | 66k | 145.75 |
| 2024-03-31 | $9.4M | 63k | 147.73 |
| 2023-12-31 | $8.2M | 60k | 136.38 |
| 2023-09-30 | $7.3M | 57k | 128.74 |
| 2023-06-30 | $7.2M | 54k | 132.73 |
| 2023-03-31 | $6.8M | 53k | 129.46 |
| 2022-12-31 | $6.0M | 44k | 135.85 |