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Health Care SPDR shares owned by Able Wealth Management

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Able Wealth Management from 13F filings

Historical chart of Able Wealth Management investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Able Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Health Care SPDR by Able Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $545k 3.5k 154.05
2024-06-30 $790k 5.4k 145.75
2024-03-31 $888k 6.0k 147.75
2023-12-31 $677k 5.0k 136.39

More positions owned by Able Wealth Management

iShares Short Treasury Bond ETF Etf (SHV)
iShares MSCI ACWI ETF Etf (ACWI)
iShares Core S&P 500 ETF Etf (IVV)
iShares Edge MSCI Min Vol USA ETF Etf (USMV)
iShares Core S&P U.S. Value ETF Etf (IUSV)
Invesco S&P 100 Equal Weight ETF Etf (EQWL)
iShares Core S&P U.S. Growth ETF Etf (IUSG)
Fidelity Enhanced Large Cap Core Etf Etf (FELC)
JPMorgan U.S. Quality Factor ETF Etf (JQUA)
iShares Russell 1000 Growth ETF Etf (IWF)
Invesco S&P 500 Momentum ETF Etf (SPMO)
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)
Apple Stock (AAPL)
Mastercard Incorporated Stock (MA)
Putnam Etf Trust Putnam Focused Large Cap Value Etf Etf (PVAL)

View all positions for Able Wealth Management

Top funds holding Health Care SPDR

Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Raymond James & Associates
Susquehanna International
Goldman Sachs Group
Janney Montgomery Scott
Branch Banking & Trust Company
Harel Insurance Investments & Financial Services
Royal Bank of Canada
Citigroup
Citadel Advisors

View all funds holding Health Care SPDR