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Health Care SPDR shares owned by Pasadena Private Wealth

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

Historical chart of Pasadena Private Wealth investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Pasadena 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 Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $433k 2.8k 154.80
2025-09-30 $337k 2.4k 139.17
2025-06-30 $241k 1.8k 134.79
2025-03-31 $341k 2.3k 146.01

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Schwab Strategic Tr Fundamental Us L (FNDX)
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Pimco Etf Tr Multisector Bd (PYLD)
Bluerock Pvt Real Estate (BPRE)
Tcw Etf Trust Flexible Income (FLXR)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Pasadena Private Wealth

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