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Health Care SPDR shares owned by MA Private Wealth

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

Historical chart of MA Private Wealth investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by MA Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 12k 154.01
2024-06-30 $1.7M 12k 145.74
2024-03-31 $1.8M 12k 147.73
2023-12-31 $1.7M 12k 136.38
2023-09-30 $6.1M 47k 128.74

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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Eafe Grwth Etf (EFG)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard World Mega Cap Index (MGC)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for MA Private Wealth

Top funds holding Health Care SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Wells Fargo & Company
LPL Financial
Susquehanna International
Envestnet Asset Management
Raymond James & Associates
Goldman Sachs Group
Janney Montgomery Scott
Branch Banking & Trust Company
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Citadel Advisors
WestEnd Advisors

View all funds holding Health Care SPDR