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Health Care SPDR shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning investment in Health Care SPDR

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

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Quarterly reported holdings in Health Care SPDR by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 120 138.93
2025-06-30 $16k 119 135.32
2025-03-31 $17k 119 146.16
2024-12-31 $16k 119 137.40

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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