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Health Care SPDR shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY from 13F filings

Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Health Care SPDR by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.9M 58k 172.34

More positions owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Ishares Tr 1 3 Yr Treas Bd (SHY)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr State Street Hea (XLV)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Palantir Technologies Cl A (PLTR)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Crowdstrike Hldgs Cl A (CRWD)
Caterpillar (CAT)
Apple (AAPL)

View all positions for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

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