Health Care SPDR shares owned by Stonebridge Financial Planning Group
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Stonebridge Financial Planning Group
from 13F filings
Historical chart of Stonebridge Financial Planning Group investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Stonebridge Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 19k | 154.02 |
| 2024-03-31 | $2.7M | 18k | 147.73 |
| 2023-12-31 | $2.6M | 19k | 136.38 |
| 2023-09-30 | $2.9M | 22k | 128.74 |
| 2023-06-30 | $3.1M | 23k | 132.73 |
| 2023-03-31 | $2.6M | 20k | 129.46 |
| 2022-12-31 | $2.0M | 15k | 135.85 |
| 2022-09-30 | $1.6M | 13k | 121.13 |
| 2022-06-30 | $205k | 1.6k | 128.21 |
More positions owned by Stonebridge Financial Planning Group
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