Health Care SPDR shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Health Care SPDR
Tip: Access up to 7 years of quarterly data
All positions including Health Care SPDR held by Shepherd Financial Partners 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 Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $736k | 4.8k | 154.01 |
| 2024-06-30 | $682k | 4.7k | 145.75 |
| 2024-03-31 | $707k | 4.8k | 147.73 |
| 2023-12-31 | $588k | 4.3k | 136.39 |
| 2018-12-31 | $300k | 3.5k | 86.66 |
| 2018-09-30 | $221k | 2.7k | 83.40 |
| 2018-06-30 | $222k | 2.7k | 83.77 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners