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Health Care SPDR shares owned by Connecticut Wealth Management

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

Historical chart of Connecticut Wealth Management investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Connecticut 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $655k 4.7k 139.17
2021-03-31 $614k 5.3k 116.73
2020-12-31 $551k 4.9k 113.54
2020-09-30 $521k 4.9k 105.53

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Raytheon Technologies Corp (RTX)

View all positions for Connecticut Wealth Management

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