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Health Care SPDR shares owned by Invera Wealth Advisors

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

Historical chart of Invera Wealth Advisors investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 1.3k 154.80

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View all positions for Invera Wealth Advisors

Top funds holding Health Care SPDR

Jpmorgan Chase & Co
Jane Street
UBS Group
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial
Susquehanna International
Harel Insurance Investments & Financial Services
Citadel Advisors
Royal Bank of Canada
Nissay Asset Management Corp
Colony
Main Management ETF Advisors

View all funds holding Health Care SPDR