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Health Care SPDR shares owned by Ball & Co Wealth Management

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

Historical chart of Ball & Co Wealth Management investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Ball & Co 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 Ball & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.0M 45k 154.80

More positions owned by Ball & Co Wealth Management

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Eafe Value Etf (EFV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Alps Etf Tr Alerian Mlp (AMLP)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Series Portfolios Tr Eldridge Aaa Clo (CLOX)
Amgen (AMGN)
Ishares Silver Tr Ishares (SLV)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Russell 2000 Etf (IWM)
Fidelity Covington Trust Enhanced Large (FELG)

View all positions for Ball & Co Wealth Management

Top funds holding Health Care SPDR

Jpmorgan Chase & Co
Jane Street
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
UBS Group
Raymond James Financial
Susquehanna International
Envestnet Asset Management
Nissay Asset Management Corp
Citadel Advisors
Caisse de depot et placement du Quebec
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Ameriprise Financial

View all funds holding Health Care SPDR