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Health Care SPDR shares owned by Gratus Wealth Advisors

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

Historical chart of Gratus Wealth Advisors investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Gratus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 96k 138.43
2023-12-31 $13M 97k 136.38

More positions owned by Gratus Wealth Advisors

Ishares Tr Core Div Grwth (DGRO)
Vanguard World Mega Grwth Ind (MGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibds Dec28 Etf (IBDT)
Select Sector Spdr Tr Technology (XLK)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Nas100 Eq Weighted SHS (QQEW)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Inf Tech Etf (VGT)
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Gratus Wealth Advisors

Top funds holding Health Care SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Nissay Asset Management Corp
Raymond James & Associates
UBS Group
Janney Montgomery Scott
Susquehanna International
Citadel Advisors
Branch Banking & Trust Company
WestEnd Advisors
Goldman Sachs Group

View all funds holding Health Care SPDR