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Health Care SPDR shares owned by Financial Services Advisory

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

Historical chart of Financial Services Advisory investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Financial Services Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.2M 54k 154.02
2024-03-31 $829k 5.6k 147.73
2022-12-31 $11M 81k 135.85
2022-09-30 $4.2M 35k 121.08
2022-06-30 $4.5M 35k 128.24
2021-09-30 $7.2M 57k 127.31

More positions owned by Financial Services Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr S&p 100 Etf (OEF)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Rus 1000 Etf (IWB)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Bloomberg High Y (JNK)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Financial Services Advisory

Top funds holding Health Care SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Susquehanna International
Envestnet Asset Management
Nissay Asset Management Corp
UBS Group
Raymond James & Associates
Ameriprise Financial
Janney Montgomery Scott
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Citadel Advisors

View all funds holding Health Care SPDR