Health Care SPDR shares owned by Wharton Business Group
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Wharton Business Group
from 13F filings
Historical chart of Wharton Business Group investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Wharton Business Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33M | 234k | 139.17 |
| 2025-06-30 | $32M | 234k | 135.14 |
| 2025-03-31 | $34M | 236k | 145.65 |
| 2024-12-31 | $32M | 236k | 137.57 |
| 2024-09-30 | $36M | 237k | 154.02 |
| 2024-06-30 | $34M | 236k | 145.75 |
| 2024-03-31 | $35M | 236k | 147.73 |
| 2023-12-31 | $36M | 262k | 136.38 |
| 2023-09-30 | $31M | 238k | 128.74 |
| 2023-06-30 | $32M | 239k | 132.73 |
| 2023-03-31 | $32M | 249k | 129.46 |
| 2022-12-31 | $38M | 278k | 135.85 |
| 2022-09-30 | $31M | 255k | 121.11 |
| 2022-06-30 | $32M | 250k | 128.24 |
| 2022-03-31 | $34M | 241k | 140.89 |
| 2021-12-31 | $34M | 241k | 140.89 |
| 2021-09-30 | $31M | 239k | 127.30 |
| 2021-06-30 | $36M | 286k | 125.95 |
| 2021-03-31 | $34M | 291k | 116.74 |
| 2020-12-31 | $33M | 288k | 113.44 |
| 2020-09-30 | $32M | 307k | 105.48 |
| 2020-06-30 | $31M | 311k | 100.07 |
| 2020-03-31 | $28M | 317k | 88.58 |
| 2019-12-31 | $32M | 316k | 101.86 |
| 2019-09-30 | $24M | 263k | 90.13 |
| 2019-06-30 | $24M | 263k | 92.64 |
| 2019-03-31 | $24M | 261k | 91.75 |
| 2018-12-31 | $22M | 259k | 86.51 |
| 2018-09-30 | $26M | 268k | 95.15 |
| 2018-06-30 | $22M | 266k | 83.46 |
| 2018-03-31 | $22M | 266k | 81.40 |
| 2017-12-31 | $13M | 163k | 82.39 |
| 2017-09-30 | $13M | 161k | 81.73 |
| 2017-06-30 | $13M | 161k | 79.24 |
| 2017-03-31 | $12M | 160k | 74.36 |
| 2016-12-31 | $10M | 145k | 68.94 |
| 2016-09-30 | $3.6M | 50k | 72.11 |
| 2016-06-30 | $526k | 7.3k | 71.66 |