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Health Care SPDR shares owned by Portland Financial Advisors

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

Historical chart of Portland Financial Advisors investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Portland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $214k 1.5k 139.17
2025-06-30 $207k 1.5k 134.79
2025-03-31 $225k 1.5k 146.01

More positions owned by Portland Financial Advisors

Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Omega Healthcare Investors (OHI)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Msci Gbl Min Vol (ACWV)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Bloomberg Invt (FLRN)
Spdr Series Trust Ssga Us Lrg Etf (LGLV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)

View all positions for Portland Financial Advisors

Top funds holding Health Care SPDR

Jpmorgan Chase & Co
Morgan Stanley
Jane Street
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
UBS Group
Raymond James Financial
Susquehanna International
Envestnet Asset Management
Nissay Asset Management Corp
Citadel Advisors
Caisse de depot et placement du Quebec
Royal Bank of Canada
Harel Insurance Investments & Financial Services

View all funds holding Health Care SPDR