XLV HEALTH CARE SELECT SECTOR SPDR FUND

Ownership history in Graypoint LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which Graypoint LLC reported a position in HEALTH CARE SELECT SECTOR SPDR FUND (XLV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.19% (2023 Q1)
Avg. % of fund
2.37%
First filed
2020 Q1
Last filed
2025 Q2
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 201,949 +1,157 +0.6% 1.53% $27.2M $133.61
2025 Q1 REDUCED 200,792 -8,138 -3.9% 1.83% $29.3M $144.04
2024 Q4 REDUCED 208,930 -9,992 -4.6% 1.74% $28.7M $135.19
2024 Q3 REDUCED 218,922 -6,145 -2.7% 2.16% $33.7M $150.68
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLV price (monthly, adj. close)
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