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Health Care SPDR shares owned by Trademark Financial Management

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

Historical chart of Trademark Financial Management investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Trademark Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Health Care SPDR by Trademark Financial Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $227k 1.5k 154.80
2025-03-31 $528k 3.6k 146.01
2024-09-30 $703k 4.6k 154.02
2024-06-30 $796k 5.5k 145.75
2024-03-31 $815k 5.5k 147.73

More positions owned by Trademark Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Internatnal Val (DFIV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Series Trust State Street Spd (SPYM)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Vanguard Index Fds Total Stk Mkt (VTI)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Vaneck Etf Trust Clo Etf (CLOI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Gold Tr Ishares New (IAU)
Ea Series Trust Freedom 100 Em (FRDM)

View all positions for Trademark Financial Management

Top funds holding Health Care SPDR

Jpmorgan Chase & Co
Jane Street
UBS Group
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial
Susquehanna International
Harel Insurance Investments & Financial Services
Citadel Advisors
Royal Bank of Canada
Nissay Asset Management Corp
Colony
Main Management ETF Advisors

View all funds holding Health Care SPDR