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Health Care SPDR shares owned by Moulton Wealth Management

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

Historical chart of Moulton Wealth Management investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Moulton Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 26k 151.64
2024-06-30 $3.1M 21k 145.81
2024-03-31 $3.1M 21k 147.73
2021-12-31 $388k 2.8k 137.54
2021-09-30 $2.2M 17k 127.33

More positions owned by Moulton Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Gold Tr Ishares New (IAU)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Goldman Sachs Physical Gold Unit (AAAU)
Vanguard Index Fds Growth Etf (VUG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Select Sector Spdr Tr Indl (XLI)

View all positions for Moulton Wealth Management

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