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Health Care SPDR shares owned by Peak Retirement Planning

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Peak Retirement Planning from 13F filings

Historical chart of Peak Retirement Planning investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Peak Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Health Care SPDR by Peak Retirement Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $13M 85k 146.61
2025-06-30 $7.5M 56k 134.79

More positions owned by Peak Retirement Planning

iShares 0-3 Month Treasury Bond Exchange Traded Fund (SGOV)
Vanguard FTSE Developed Markets Exchange Traded Fund (VEA)
Vanguard FTSE Emerging Markets Exchange Traded Fund (VWO)
SPDR Gold MiniShares Exchange Traded Fund (TIPX)
State Street Energy Select Sector SPDR Exchange Traded Fund (XLE)
State Street Materials Select Sector SPDR Exchange Traded Fund (XLB)
State Street Communication Services Select Sector SPDR Exchange Traded Fund (XLC)
State Street Consumer Staples Select Sector SPDR Exchange Traded Fund (XLP)
State Street Health Care Select Sector SPDR Exchange Traded Fund (XLV)
Invesco QQQ Exchange Traded Fund (QQQ)
Vanguard Small-Cap Value Exchange Traded Fund (VBR)
Vanguard Small-Cap Growth Exchange Traded Fund (VBK)
Vanguard Value Exchange Traded Fund (VTV)
Vanguard Mid-Cap Value Exchange Traded Fund (VOE)
Vanguard Small-Cap Exchange Traded Fund (VB)

View all positions for Peak Retirement Planning

Top funds holding Health Care SPDR

Bank of America Corporation
Morgan Stanley
Jane Street
Goldman Sachs Group
UBS Group
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
Raymond James Financial
Susquehanna International
Nissay Asset Management Corp
Colony
Main Management ETF Advisors
Harel Insurance Investments & Financial Services
Ameriprise Financial

View all funds holding Health Care SPDR