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Health Care SPDR shares owned by Gray Private Wealth

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

Historical chart of Gray Private Wealth investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Gray Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $234k 1.5k 154.02
2024-06-30 $221k 1.5k 145.75
2024-03-31 $224k 1.5k 147.73

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Wisdomtree Tr Us Qtly Div Grt (DGRW)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Ishares Tr U.s. Real Es Etf (IYR)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)

View all positions for Gray Private Wealth

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