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Health Care SPDR shares owned by Breakwater Investment Management

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

Historical chart of Breakwater Investment Management investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Breakwater Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Health Care SPDR by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $79k 543 145.75
2024-03-31 $80k 543 147.73

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Microsoft Corporation (MSFT)
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Breakwater Investment Management

Top funds holding Health Care SPDR

Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Nissay Asset Management Corp
UBS Group
Raymond James & Associates
Susquehanna International
Goldman Sachs Group
Branch Banking & Trust Company
Ameriprise Financial
WestEnd Advisors
Harel Insurance Investments & Financial Services

View all funds holding Health Care SPDR