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Health Care SPDR shares owned by Allen Wealth Management

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

Historical chart of Allen Wealth Management investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $14M 96k 146.61

More positions owned by Allen Wealth Management

Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard World Energy Etf (VDE)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mid Cap Etf (VO)
Select Sector Spdr Tr State Street Hea (XLV)
Exxon Mobil Corporation (XOM)
Chevron Corporation (CVX)
Alps Etf Tr Alerian Mlp (AMLP)
Lockheed Martin Corporation (LMT)
Cisco Systems (CSCO)
Merck & Co (MRK)
Johnson & Johnson (JNJ)
Citigroup Com New (C)
Apple (AAPL)

View all positions for Allen Wealth Management

Top funds holding Health Care SPDR

Bank of America Corporation
Morgan Stanley
Jane Street
Goldman Sachs Group
UBS Group
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
Raymond James Financial
Susquehanna International
Nissay Asset Management Corp
Colony
Main Management ETF Advisors
Harel Insurance Investments & Financial Services
Ameriprise Financial

View all funds holding Health Care SPDR