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Health Care SPDR shares owned by GoalFusion Wealth Management

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

Historical chart of GoalFusion Wealth Management investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 31k 154.02
2024-06-30 $4.2M 29k 145.75
2024-03-31 $4.1M 28k 147.73
2023-12-31 $3.8M 28k 136.38
2023-09-30 $3.4M 26k 128.74
2023-06-30 $3.3M 25k 132.73
2023-03-31 $3.0M 23k 129.46

More positions owned by GoalFusion Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Vanguard World Energy Etf (VDE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)

View all positions for GoalFusion Wealth Management

Top funds holding Health Care SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Wells Fargo & Company
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