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Health Care SPDR shares owned by Tandem Wealth Advisors

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

Historical chart of Tandem Wealth Advisors investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Tandem Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.2M 31k 136.38
2023-09-30 $4.1M 32k 128.74
2023-06-30 $4.1M 31k 132.60
2023-03-31 $4.0M 31k 129.46
2022-12-31 $7.3M 54k 135.85

More positions owned by Tandem Wealth Advisors

Ishares Aggregate Bond Etf Etf (AGG)
Ishares Msci Eafe Etf Etf (EFA)
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY)
Ishares Mbs Etf Etf (MBB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr S&p 500 Etf Etf (SPY)
Powershares Qqq Tr Etf (QQQ)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)
Vanguard Information Technology Etf (VGT)
Ishares Msci Emerging Markets Etf Etf (EEM)
Vanguard Total Stk Mkt Etf (VTI)
Health Care Select Sector Spdr Etf (XLV)
Vanguard Total Bond Market Etf Etf (BND)

View all positions for Tandem Wealth Advisors

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