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Health Care SPDR shares owned by KWMG

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

Historical chart of KWMG investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by KWMG

Quarter filed Position value Share count Share price at filing
2025-12-31 $20M 130k 154.80
2025-09-30 $17M 120k 139.17
2025-06-30 $15M 111k 134.79
2025-03-31 $14M 98k 146.01
2024-12-31 $8.0M 58k 137.57
2024-09-30 $7.6M 49k 154.02
2019-03-31 $27k 292 92.47
2018-12-31 $91k 1.1k 86.26
2018-09-30 $112k 1.2k 94.75
2018-06-30 $98k 1.2k 83.12

More positions owned by KWMG

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for KWMG

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