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Health Care SPDR shares owned by Stone Point Wealth

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

Historical chart of Stone Point Wealth investment in Health Care SPDR

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All positions including Health Care SPDR held by Stone Point Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Health Care SPDR by Stone Point Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $474k 3.5k 136.38
2023-09-30 $262k 2.0k 128.74
2023-06-30 $218k 1.6k 132.73
2022-12-31 $206k 1.5k 135.85

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View all positions for Stone Point Wealth

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