Intrepid Financial Planning Group »

Health Care SPDR shares owned by Intrepid Financial Planning Group

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

Historical chart of Intrepid Financial Planning Group investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Health Care SPDR by Intrepid Financial Planning Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.1M 17k 128.74
2023-06-30 $2.4M 18k 132.73
2023-03-31 $2.4M 18k 129.46
2022-12-31 $2.5M 18k 135.85
2022-09-30 $2.2M 18k 121.14
2022-06-30 $2.3M 18k 128.26

More positions owned by Intrepid Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Technology (XLK)
Eli Lilly & Co. (LLY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Select Sector Spdr Tr Energy (XLE)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares U S Etf Tr Bloomberg Roll (CMDY)
JPMorgan Chase & Co. (JPM)
Northwest Bancshares (NWBI)
Select Sector Spdr Tr Indl (XLI)

View all positions for Intrepid Financial Planning Group

Top funds holding Health Care SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Granite Bay Wealth Management
Raymond James & Associates
Goldman Sachs Group
UBS Group
Janney Montgomery Scott
Branch Banking & Trust Company
Royal Bank of Canada
WestEnd Advisors
Citadel Advisors
Bessemer
Harel Insurance Investments & Financial Services
Charles Schwab Investment Management

View all funds holding Health Care SPDR