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Health Care SPDR shares owned by Capstone Wealth Management Group

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

Historical chart of Capstone Wealth Management Group investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 22k 139.17
2025-06-30 $3.1M 23k 134.79
2025-03-31 $3.4M 23k 146.01
2024-12-31 $3.5M 26k 137.57

More positions owned by Capstone Wealth Management Group

Apple (AAPL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Financial (XLF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
Ishares Tr Us Aer Def Etf (ITA)
Wheaton Precious Metals Corp (WPM)
Spdr Series Trust Bloomberg 3-12 M (BILS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vaneck Etf Trust Gold Miners Etf (GDX)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Capstone Wealth Management Group

Top funds holding Health Care SPDR

Jpmorgan Chase & Co
Morgan Stanley
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

View all funds holding Health Care SPDR