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Health Care SPDR shares owned by Beacon Bridge Wealth Partners

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Beacon Bridge Wealth Partners from 13F filings

Historical chart of Beacon Bridge Wealth Partners investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Beacon Bridge Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $679k 4.6k 146.61
2025-06-30 $454k 3.4k 134.79
2024-06-30 $570k 3.9k 145.75
2024-03-31 $478k 3.2k 147.73
2023-12-31 $367k 2.7k 136.38

More positions owned by Beacon Bridge Wealth Partners

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust State Street Spd (SPYG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Dynamic Eqty Act (BDYN)

View all positions for Beacon Bridge Wealth Partners

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