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Health Care SPDR shares owned by Unique Wealth Strategies

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

Historical chart of Unique Wealth Strategies investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $121k 817 147.80
2023-12-31 $675k 4.9k 136.39

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Meta Platforms Cl A (META)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Booking Holdings (BKNG)
Ishares Core Msci Emkt (IEMG)
Visa Com Cl A (V)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Anthem (ELV)

View all positions for Unique Wealth Strategies

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