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Health Care SPDR shares owned by Halpern Financial

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

Historical chart of Halpern Financial investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $15k 101 152.90
2021-06-30 $31k 247 125.95
2021-03-31 $29k 247 116.74

More positions owned by Halpern Financial

Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Index Etf (IVV)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Ishares S&p 500 Growth Etf Etf (IVW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard Small Cap Etf Etf (VB)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Inflation Managed Bond Etf Etf (JCPI)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for Halpern Financial

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