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Health Care SPDR shares owned by Pinnacle Family Advisors

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

Historical chart of Pinnacle Family Advisors investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Pinnacle Family Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $492k 3.6k 136.38
2023-09-30 $717k 5.6k 128.74
2023-06-30 $504k 3.8k 132.73

More positions owned by Pinnacle Family Advisors

Ishares Tr Core S&p500 Etf (IVV)
Tidal Etf Tr Ii Pinnacle Focused (FCUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
O'reilly Automotive (ORLY)
Ishares Tr 10+ Yr Invst Grd (IGLB)

View all positions for Pinnacle Family Advisors

Top funds holding Health Care SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Granite Bay Wealth Management
Raymond James & Associates
Goldman Sachs Group
UBS Group
Janney Montgomery Scott
Branch Banking & Trust Company
Royal Bank of Canada
WestEnd Advisors
Citadel Advisors
Bessemer
Harel Insurance Investments & Financial Services
Charles Schwab Investment Management

View all funds holding Health Care SPDR