Health Care SPDR shares owned by WealthTrust DunckerStreett
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by WealthTrust DunckerStreett
from 13F filings
Historical chart of WealthTrust DunckerStreett investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by WealthTrust DunckerStreett
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $651k | 4.2k | 154.80 |
| 2025-09-30 | $25k | 178 | 139.17 |
| 2025-06-30 | $23k | 170 | 134.79 |
| 2025-03-31 | $24k | 164 | 146.01 |
| 2024-12-31 | $13k | 94 | 137.57 |
| 2024-09-30 | $52k | 340 | 154.02 |
| 2024-06-30 | $50k | 340 | 145.75 |
| 2024-03-31 | $63k | 423 | 147.73 |
| 2023-12-31 | $58k | 423 | 136.38 |
| 2023-09-30 | $49k | 383 | 128.74 |
| 2023-06-30 | $51k | 383 | 132.73 |
| 2023-03-31 | $50k | 383 | 129.46 |
| 2022-12-31 | $52k | 383 | 135.85 |
| 2022-09-30 | $46k | 383 | 120.10 |
| 2022-06-30 | $56k | 433 | 129.33 |
| 2022-03-31 | $59k | 433 | 136.26 |
| 2021-12-31 | $61k | 433 | 140.88 |
| 2021-09-30 | $55k | 433 | 127.02 |
| 2021-06-30 | $55k | 433 | 127.02 |
| 2021-03-31 | $51k | 433 | 117.78 |
| 2020-12-31 | $54k | 473 | 114.16 |
| 2020-09-30 | $62k | 585 | 105.98 |
| 2020-06-30 | $58k | 584 | 99.32 |
| 2020-03-31 | $44k | 501 | 87.82 |
| 2019-12-31 | $51k | 500 | 102.00 |
| 2019-06-30 | $46k | 499 | 92.18 |
| 2019-03-31 | $46k | 499 | 92.18 |
| 2018-12-31 | $43k | 498 | 86.35 |
| 2018-09-30 | $19k | 198 | 95.96 |
| 2018-06-30 | $12k | 147 | 81.63 |
| 2018-03-31 | $12k | 147 | 81.63 |
| 2017-12-31 | $12k | 147 | 81.63 |
| 2017-09-30 | $12k | 146 | 82.19 |
| 2017-06-30 | $17k | 214 | 79.44 |
| 2017-03-31 | $16k | 213 | 75.12 |
| 2016-12-31 | $7.0k | 108 | 64.81 |
| 2016-09-30 | $8.0k | 108 | 74.07 |
| 2016-06-30 | $8.0k | 108 | 74.07 |
| 2016-03-31 | $8.0k | 120 | 66.67 |
| 2015-12-31 | $9.0k | 120 | 75.00 |
| 2015-09-30 | $8.0k | 120 | 66.67 |
| 2015-06-30 | $9.0k | 120 | 75.00 |
| 2015-03-31 | $6.0k | 80 | 75.00 |
| 2014-12-31 | $5.0k | 80 | 62.50 |
| 2014-09-30 | $5.0k | 80 | 62.50 |
| 2014-06-30 | $5.0k | 80 | 62.50 |
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