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Health Care SPDR shares owned by Comprehensive Wealth Management

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

Historical chart of Comprehensive Wealth Management investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Comprehensive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $709k 4.9k 145.75

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Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Comprehensive Wealth Management

Top funds holding Health Care SPDR

Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Raymond James & Associates
Susquehanna International
Goldman Sachs Group
Janney Montgomery Scott
Branch Banking & Trust Company
Harel Insurance Investments & Financial Services
Royal Bank of Canada
Citigroup
Citadel Advisors

View all funds holding Health Care SPDR