Health Care SPDR shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 15k | 139.17 |
| 2025-06-30 | $1.7M | 12k | 134.79 |
| 2025-03-31 | $2.2M | 15k | 146.01 |
| 2024-12-31 | $8.5M | 62k | 137.57 |
| 2024-09-30 | $5.9M | 39k | 154.02 |
| 2024-06-30 | $2.3M | 16k | 145.75 |
| 2024-03-31 | $4.4M | 30k | 147.73 |
| 2023-12-31 | $2.7M | 19k | 136.38 |
| 2023-09-30 | $5.7M | 44k | 128.74 |
| 2023-06-30 | $2.3M | 17k | 132.73 |
| 2023-03-31 | $4.8M | 37k | 129.46 |
| 2022-12-31 | $4.4M | 32k | 135.85 |
| 2022-09-30 | $4.1M | 33k | 121.12 |
| 2022-06-30 | $1.7M | 14k | 128.24 |
| 2022-03-31 | $1.5M | 11k | 136.98 |
| 2021-12-31 | $1.9M | 14k | 140.91 |
| 2021-09-30 | $1.5M | 12k | 127.30 |
| 2021-06-30 | $1.4M | 11k | 125.95 |
| 2021-03-31 | $1.3M | 11k | 116.73 |
| 2020-12-31 | $1.2M | 11k | 113.41 |
| 2020-09-30 | $1.1M | 10k | 105.53 |
| 2020-06-30 | $989k | 9.9k | 100.02 |
| 2020-03-31 | $974k | 11k | 88.57 |
| 2019-12-31 | $1.2M | 11k | 101.88 |
More positions owned by Steel Peak Wealth Management
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