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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
2024-09-30 $787k 5.1k 154.02
2024-06-30 $709k 4.9k 145.75

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Etfis Ser Tr I Virtus Reaves Ut (UTES)
Ishares Msci Gbl Gold Mn (RING)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Comprehensive Wealth Management

Top funds holding Health Care SPDR

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

View all funds holding Health Care SPDR