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Health Care SPDR shares owned by Naples Global Advisors

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

Historical chart of Naples Global Advisors investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Naples Global Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $208k 1.3k 154.80
2024-03-31 $240k 1.6k 147.73

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Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Large Cap Etf (VV)
Corning Incorporated (GLW)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Alphabet Cap Stk Cl A (GOOGL)
Eli Lilly & Co. (LLY)
Lam Research Corp Com New (LRCX)
NVIDIA Corporation (NVDA)

View all positions for Naples Global 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