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Health Care SPDR shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Health Care SPDR by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $205k 1.5k 136.39

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Visa Com Cl A (V)

View all positions for Beacon Financial Advisory

Top funds holding Health Care SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
LPL Financial
Raymond James & Associates
Goldman Sachs Group
Janney Montgomery Scott
UBS Group
Susquehanna International
Branch Banking & Trust Company
Royal Bank of Canada
WestEnd Advisors
Citadel Advisors
Citigroup
Bessemer

View all funds holding Health Care SPDR