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Health Care SPDR shares owned by Independence Wealth Advisors

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

Historical chart of Independence Wealth Advisors investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Independence 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 Independence Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.1M 52k 154.80

More positions owned by Independence Wealth Advisors

Simplify Exchange Traded Fun Managed Futures (CTA)
Select Sector Spdr Tr State Street Tec (XLK)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust State Street Spd (SPLG)
Select Sector Spdr Tr State Street Con (XLY)
Select Sector Spdr Tr State Street Hea (XLV)
Spdr Series Trust State Street Spd (SPTI)
Spdr Series Trust State Street Spd (SPTL)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Select Sector Spdr Tr State Street Con (XLP)
Select Sector Spdr Tr State Street Fin (XLF)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Ishares Tr Msci Emg Mkt Etf (EEM)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Independence Wealth Advisors

Top funds holding Health Care SPDR

Jpmorgan Chase & Co
Jane Street
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
UBS Group
Raymond James Financial
Susquehanna International
Envestnet Asset Management
Nissay Asset Management Corp
Citadel Advisors
Caisse de depot et placement du Quebec
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Ameriprise Financial

View all funds holding Health Care SPDR