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Health Care SPDR shares owned by Capital & Planning

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Capital & Planning from 13F filings

Historical chart of Capital & Planning investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Capital & Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Health Care SPDR by Capital & Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.6k 18 144.33
2024-12-31 $2.4k 17 140.35

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View all positions for Capital & Planning

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
Colony
Susquehanna International
Harel Insurance Investments & Financial Services
Ameriprise Financial
Nissay Asset Management Corp
Royal Bank of Canada

View all funds holding Health Care SPDR