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Health Care SPDR shares owned by Coordinated Financial Services

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

Historical chart of Coordinated Financial Services investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $776k 5.6k 139.18
2025-06-30 $819k 6.1k 134.78
2024-12-31 $881k 6.4k 137.57

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Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Coordinated Financial Services

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