Health Care SPDR shares owned by ValMark Advisers
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $13M | 94k | 137.57 |
| 2024-09-30 | $13M | 84k | 154.02 |
| 2024-06-30 | $11M | 78k | 145.75 |
| 2024-03-31 | $11M | 71k | 147.73 |
| 2023-12-31 | $7.6M | 56k | 136.38 |
| 2023-09-30 | $7.0M | 55k | 128.74 |
| 2023-06-30 | $7.4M | 55k | 132.73 |
| 2023-03-31 | $3.2M | 24k | 129.46 |
| 2022-12-31 | $3.5M | 26k | 135.85 |
| 2022-09-30 | $2.8M | 23k | 121.11 |
| 2022-06-30 | $4.4M | 34k | 128.25 |
| 2022-03-31 | $1.8M | 13k | 136.97 |
| 2021-12-31 | $1.2M | 8.8k | 140.87 |
| 2021-09-30 | $837k | 6.6k | 127.34 |
| 2021-06-30 | $667k | 5.3k | 125.87 |
| 2021-03-31 | $492k | 4.2k | 116.81 |
| 2020-12-31 | $381k | 3.4k | 113.43 |
| 2020-09-30 | $219k | 2.1k | 105.44 |
| 2019-12-31 | $359k | 3.5k | 101.96 |
| 2019-09-30 | $316k | 3.5k | 90.21 |
| 2019-06-30 | $286k | 3.1k | 92.77 |
| 2019-03-31 | $276k | 3.0k | 91.88 |
| 2017-12-31 | $202k | 2.4k | 82.75 |