Health Care SPDR shares owned by Stony Point Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Stony Point Wealth Management
from 13F filings
Historical chart of Stony Point Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Stony Point Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $544k | 3.7k | 146.02 |
| 2024-12-31 | $516k | 3.7k | 137.55 |
| 2024-09-30 | $600k | 3.9k | 154.01 |
| 2024-06-30 | $568k | 3.9k | 145.74 |
| 2024-03-31 | $632k | 4.3k | 147.73 |
| 2023-12-31 | $587k | 4.3k | 136.38 |
| 2023-09-30 | $580k | 4.4k | 130.47 |
| 2023-06-30 | $646k | 4.9k | 132.74 |
| 2023-03-31 | $650k | 5.0k | 129.45 |
| 2022-12-31 | $780k | 5.7k | 135.86 |
| 2022-09-30 | $1.7M | 14k | 121.09 |
| 2022-06-30 | $2.0M | 16k | 128.24 |
| 2022-03-31 | $2.2M | 16k | 136.97 |
| 2021-12-31 | $3.2M | 22k | 140.87 |
| 2021-09-30 | $3.2M | 25k | 127.30 |
| 2021-06-30 | $3.5M | 28k | 125.94 |
| 2021-03-31 | $3.6M | 31k | 116.74 |
| 2020-12-31 | $4.0M | 35k | 113.43 |
| 2020-09-30 | $3.7M | 35k | 105.47 |
| 2020-06-30 | $3.4M | 34k | 100.07 |
| 2020-03-31 | $2.7M | 30k | 88.57 |
| 2019-12-31 | $3.0M | 29k | 101.86 |
| 2019-09-30 | $3.3M | 37k | 90.12 |
| 2019-06-30 | $3.4M | 37k | 92.21 |
| 2019-03-31 | $3.2M | 35k | 91.75 |
| 2018-12-31 | $2.7M | 31k | 86.53 |
| 2018-09-30 | $2.7M | 28k | 95.14 |
| 2018-06-30 | $2.3M | 28k | 83.47 |
| 2018-03-31 | $2.1M | 26k | 81.40 |
| 2017-12-31 | $1.9M | 22k | 82.68 |
More positions owned by Stony Point Wealth Management
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