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Health Care SPDR shares owned by Penobscot Wealth Management

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

Historical chart of Penobscot Wealth Management investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Penobscot 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 Penobscot Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $268k 1.7k 153.85
2024-06-30 $269k 1.9k 144.39
2024-03-31 $289k 2.0k 147.60
2023-12-31 $291k 2.1k 136.30

More positions owned by Penobscot Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard World Inf Tech Etf (VGT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Global Core Plus (DFGP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard World Health Car Etf (VHT)
Ishares Tr Us Consm Staples (IYK)
Ishares Tr Core Msci Total (IXUS)
Vanguard World Financials Etf (VFH)
Fidelity Covington Trust Msci Consm Dis (FDIS)

View all positions for Penobscot 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