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Health Care SPDR shares owned by Adams Wealth Management

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

Historical chart of Adams Wealth Management investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Adams 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 Adams Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.9M 25k 154.80
2025-09-30 $4.0M 28k 139.17
2025-06-30 $7.4M 55k 134.79
2025-03-31 $8.2M 56k 146.01

More positions owned by Adams Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Msci Sth Kor Etf (EWY)
Spinnaker Etf Series Select Stoxx Eur (EUAD)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Vaneck Etf Trust Vaneck Vietnam (VNM)
Ishares Tr Conv Bd Etf (ICVT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Schwab Strategic Tr Mortgage Backed (SMBS)
Spdr Series Trust State Street Spd (SPYM)
Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Kraneshares Trust Quadrtc Int Rt (IVOL)
Ishares Msci Italy Etf (EWI)

View all positions for Adams Wealth Management

Top funds holding Health Care SPDR

Jpmorgan Chase & Co
Jane Street
UBS Group
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial
Susquehanna International
Harel Insurance Investments & Financial Services
Citadel Advisors
Royal Bank of Canada
Nissay Asset Management Corp
Colony
Main Management ETF Advisors

View all funds holding Health Care SPDR