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Health Care SPDR shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Health Care SPDR by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $239k 1.6k 154.02
2023-09-30 $390k 3.0k 128.73
2023-06-30 $1.6M 12k 132.73
2023-03-31 $3.1M 24k 129.46
2022-12-31 $4.8M 36k 135.85
2022-09-30 $3.8M 32k 121.10

More positions owned by Legacy Capital Wealth Partners

Wal-Mart Stores (WMT)
J.B. Hunt Transport Services (JBHT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
EOG Resources (EOG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Gap (GAP)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Legacy Capital Wealth Partners

Top funds holding Health Care SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Raymond James Financial
Envestnet Asset Management
Wells Fargo & Company
Goldman Sachs Group
Susquehanna International
UBS Group
Citadel Advisors
Raymond James & Associates
Nissay Asset Management Corp
Janney Montgomery Scott
Caisse de depot et placement du Quebec

View all funds holding Health Care SPDR