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Health Care SPDR shares owned by Envision Financial Planning

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

Historical chart of Envision Financial Planning investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Envision 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 Envision Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 17k 154.02
2024-06-30 $2.4M 16k 145.75
2024-03-31 $2.3M 16k 147.73
2023-12-31 $2.1M 15k 136.38

More positions owned by Envision Financial Planning

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Ibonds Dec 2031 (IBDW)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Ibonds Dec 29 (IBDU)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Avantis Us Mid C (AVMC)
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)

View all positions for Envision Financial Planning

Top funds holding Health Care SPDR

Bank of America Corporation
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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