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Health Care SPDR shares owned by Adamsbrown Wealth Consultants

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

Historical chart of Adamsbrown Wealth Consultants investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Adamsbrown Wealth Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.2M 62k 147.73
2023-12-31 $8.0M 59k 136.38
2023-09-30 $6.0M 47k 128.74
2023-06-30 $5.6M 42k 132.73

More positions owned by Adamsbrown Wealth Consultants

Schwab Strategic Tr Us Dividend Eq (SCHD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr Hdg Msci Eafe (HEFA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Apple (AAPL)
Ishares Tr Msci Intl Qualty (IQLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)

View all positions for Adamsbrown Wealth Consultants

Top funds holding Health Care SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Granite Bay Wealth Management
Raymond James & Associates
Goldman Sachs Group
UBS Group
Janney Montgomery Scott
Branch Banking & Trust Company
Royal Bank of Canada
WestEnd Advisors
Citadel Advisors
Bessemer
Harel Insurance Investments & Financial Services
Charles Schwab Investment Management

View all funds holding Health Care SPDR