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Health Care SPDR shares owned by SilverOak Wealth Management

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

Historical chart of SilverOak Wealth Management investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $273k 1.8k 154.02
2024-06-30 $255k 1.8k 145.75
2024-03-31 $259k 1.8k 147.73

More positions owned by SilverOak Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
3M Company (MMM)
H.B. Fuller Company (FUL)
CMS Energy Corporation (CMS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Apple (AAPL)

View all positions for SilverOak Wealth Management

Top funds holding Health Care SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Susquehanna International
Envestnet Asset Management
Nissay Asset Management Corp
UBS Group
Raymond James & Associates
Ameriprise Financial
Janney Montgomery Scott
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Citadel Advisors

View all funds holding Health Care SPDR