Health Care SPDR shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $436k | 3.1k | 139.16 |
| 2025-06-30 | $413k | 3.1k | 134.78 |
| 2025-03-31 | $850k | 5.8k | 146.00 |
| 2024-12-31 | $926k | 6.7k | 137.57 |
| 2024-09-30 | $985k | 6.4k | 154.02 |
| 2024-06-30 | $882k | 6.0k | 145.76 |
| 2024-03-31 | $537k | 3.8k | 140.85 |
| 2023-12-31 | $394k | 2.9k | 136.39 |
| 2023-09-30 | $257k | 2.0k | 128.76 |
| 2023-06-30 | $217k | 1.6k | 132.71 |
| 2023-03-31 | $862k | 6.7k | 129.47 |
| 2022-12-31 | $269k | 2.0k | 135.85 |
| 2022-09-30 | $215k | 1.8k | 121.20 |
| 2022-06-30 | $212k | 1.7k | 128.25 |
| 2022-03-31 | $1.4M | 10k | 136.99 |
| 2021-12-31 | $731k | 5.2k | 140.85 |
| 2021-09-30 | $659k | 5.2k | 127.37 |
| 2021-06-30 | $670k | 5.3k | 125.87 |
| 2021-03-31 | $650k | 5.6k | 116.68 |
| 2020-12-31 | $741k | 6.5k | 113.41 |
| 2020-09-30 | $672k | 6.4k | 105.53 |
| 2020-06-30 | $996k | 10k | 100.10 |
| 2020-03-31 | $980k | 10k | 94.77 |
| 2019-12-31 | $938k | 9.2k | 101.90 |
| 2019-09-30 | $1.1M | 12k | 90.14 |
| 2019-06-30 | $1.2M | 13k | 92.64 |
| 2019-03-31 | $1.2M | 13k | 91.71 |
| 2018-12-31 | $1.2M | 14k | 86.49 |
| 2018-09-30 | $1.1M | 13k | 88.63 |
| 2018-06-30 | $1.0M | 12k | 89.62 |
| 2018-03-31 | $721k | 8.9k | 81.39 |
| 2017-12-31 | $808k | 9.8k | 82.67 |
| 2017-09-30 | $139k | 1.7k | 81.86 |