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Health Care SPDR shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Health Care SPDR

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All positions including Health Care SPDR held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Health Care SPDR by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $44k 300 147.73
2023-12-31 $392k 2.9k 136.38
2023-09-30 $39k 300 128.74
2023-06-30 $40k 300 132.73
2023-03-31 $39k 300 129.46

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View all positions for Trivant Custom Portfolio Group

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