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Health Care SPDR shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Health Care SPDR by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $216k 1.4k 154.06
2024-06-30 $270k 1.9k 145.76
2024-03-31 $232k 1.6k 147.71
2023-06-30 $215k 1.6k 132.76

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
McDonald's Corporation (MCD)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Flexshares Tr M Star Dev Mkt (TLTD)
Flexshares Tr Mornstar Usmkt (TILT)
Ishares Tr Global Reit Etf (REET)

View all positions for Capstone Financial Advisors

Top funds holding Health Care SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Susquehanna International
Envestnet Asset Management
Nissay Asset Management Corp
UBS Group
Raymond James & Associates
Ameriprise Financial
Janney Montgomery Scott
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Citadel Advisors

View all funds holding Health Care SPDR