Health Care SPDR shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 12k | 139.17 |
| 2025-06-30 | $3.9M | 29k | 134.79 |
| 2025-03-31 | $2.0M | 14k | 146.01 |
| 2024-09-30 | $1.6M | 10k | 154.02 |
| 2024-06-30 | $6.2M | 43k | 145.75 |
| 2024-03-31 | $6.5M | 44k | 147.73 |
| 2023-12-31 | $1.3M | 9.8k | 136.39 |
| 2023-09-30 | $223k | 1.7k | 128.78 |
| 2022-09-30 | $1.0M | 8.4k | 121.11 |
| 2022-06-30 | $1.1M | 8.4k | 128.28 |
| 2022-03-31 | $1.5M | 11k | 136.98 |
| 2021-12-31 | $6.9M | 49k | 140.88 |