Sage Investment Advisers »

Health Care SPDR shares owned by Sage Investment Advisers

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Sage Investment Advisers from 13F filings

Historical chart of Sage Investment Advisers investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Sage Investment Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Health Care SPDR by Sage Investment Advisers

Quarter filed Position value Share count Share price at filing
2026-06-30 $567k 3.6k 158.66
2026-03-31 $825k 5.6k 147.73
2025-12-31 $833k 5.4k 154.80

More positions owned by Sage Investment Advisers

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Gold Tr Ishares New (IAU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Visa Com Cl A (V)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr S&p 500 Val Etf (IVE)
JPMorgan Chase & Co. (JPM)
Chevron Corporation (CVX)
International Business Machines (IBM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Sage Investment Advisers

Top funds holding Health Care SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Jane Street
Morgan Stanley
Goldman Sachs Group
Wells Fargo & Company
UBS Group
LPL Financial
Susquehanna International
Raymond James Financial
Envestnet Asset Management
Harel Insurance Investments & Financial Services
Royal Bank of Canada
Citadel Advisors
Colony

View all funds holding Health Care SPDR