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Health Care SPDR shares owned by Tolleson Wealth Management

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

Historical chart of Tolleson Wealth Management investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $322k 2.3k 139.17
2025-06-30 $312M 2.3k 134790.13
2025-03-31 $337M 2.3k 146009.95
2024-12-31 $318k 2.3k 137.60

More positions owned by Tolleson Wealth Management

Ishares U.s. Equity Factor Etf Etf (LRGF)
Ishares International Equity Factor Etf Etf (INTF)
Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Ishares High Yield Muni Active Etf Etf (HIMU)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Eafe Etf Etf (EFA)
First Trust Smith Unconstrained Bond Etf Etf (UCON)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell Midcap Etf Etf (IWR)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)

View all positions for Tolleson Wealth Management

Top funds holding Health Care SPDR

Jpmorgan Chase & Co
Morgan Stanley
Jane Street
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
UBS Group
Raymond James Financial
Susquehanna International
Envestnet Asset Management
Nissay Asset Management Corp
Citadel Advisors
Caisse de depot et placement du Quebec
Royal Bank of Canada
Harel Insurance Investments & Financial Services

View all funds holding Health Care SPDR