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Health Care SPDR shares owned by Asset Allocation Strategies

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Asset Allocation Strategies from 13F filings

Historical chart of Asset Allocation Strategies investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Asset Allocation Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Health Care SPDR by Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.7M 46k 145.77
2024-03-31 $6.9M 47k 147.73
2023-09-30 $5.5M 43k 128.74
2023-06-30 $5.5M 42k 132.73
2023-03-31 $1.1M 8.3k 129.45
2022-12-31 $4.3M 32k 135.87

More positions owned by Asset Allocation Strategies

Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Global 100 Etf (IOO)
Powershares Actively Managed S&p500 Downsid (PHDG)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Financial (XLF)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Faln Angls Usd (FALN)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Asset Allocation Strategies

Top funds holding Health Care SPDR

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

View all funds holding Health Care SPDR