Evernest Financial Advisors »

Health Care SPDR shares owned by Evernest Financial Advisors

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

Historical chart of Evernest Financial Advisors investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Health Care SPDR by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $208k 1.3k 156.32

More positions owned by Evernest Financial Advisors

Apple (AAPL)
World Gold Tr Spdr Gld Minis (GLDM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPSM)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Capital Group International SHS (CGIE)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Enhanced Intl (FENI)
Fidelity Covington Trust Fundamental Smal (FFSM)
Ishares Tr Core Msci Eafe (IEFA)
Capitol Ser Tr Fairlead Tactica (TACK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Japn Hedge Eqt (DXJ)

View all positions for Evernest Financial Advisors

Top funds holding Health Care SPDR

Jane Street
UBS Group
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial
Susquehanna International
Harel Insurance Investments & Financial Services
Nissay Asset Management Corp
Colony
Main Management ETF Advisors
Ameriprise Financial
Bnp Paribas Arbitrage, Snc
Citadel Advisors

View all funds holding Health Care SPDR