Health Care SPDR shares owned by Waterloo Capital
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Waterloo Capital
from 13F filings
Historical chart of Waterloo Capital investment in Health Care SPDR
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All positions including Health Care SPDR held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Health Care SPDR by Waterloo Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $550k | 4.0k | 139.15 |
| 2025-06-30 | $568k | 4.2k | 134.78 |
| 2025-03-31 | $717k | 4.9k | 146.00 |
| 2024-12-31 | $663k | 4.8k | 137.56 |
| 2024-09-30 | $801k | 5.2k | 154.01 |
| 2024-06-30 | $768k | 5.3k | 145.75 |
| 2024-03-31 | $992k | 6.7k | 147.73 |
| 2023-09-30 | $756k | 5.9k | 128.74 |
| 2023-06-30 | $738k | 5.6k | 132.73 |
| 2023-03-31 | $914k | 7.1k | 129.47 |
| 2020-03-31 | $428k | 4.8k | 88.58 |