Waterway Wealth Management »

Health Care SPDR shares owned by Waterway Wealth Management

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

Historical chart of Waterway Wealth Management investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Health Care SPDR by Waterway Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $860k 5.6k 154.03
2024-06-30 $769k 5.3k 145.74
2024-03-31 $533k 3.6k 147.71
2023-12-31 $1.1M 8.1k 136.38

More positions owned by Waterway Wealth Management

Ishares Msci Eafe Etf Etf (EFA)
Wisdomtree Large Cap Dividend Etf (DLN)
Ishares Core S&p 500 Etf Etf (IVV)
DFA Dimensional US Small Cap Value ETF Etf (DFSV)
Fidelity Msci Health Care Index Etf Etf (FHLC)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Pimco Municipal Income Opportunities Active Exchange-traded Fund Etf (MINO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Nvidia Corporation Stock (NVDA)
Ishares Russell 1000 Growth Etf Etf (IWF)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Financial Select Sector Spdr Etf (XLF)

View all positions for Waterway Wealth Management

Top funds holding Health Care SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Wells Fargo & Company
LPL Financial
Susquehanna International
Envestnet Asset Management
Raymond James & Associates
Goldman Sachs Group
Janney Montgomery Scott
Branch Banking & Trust Company
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Citadel Advisors
WestEnd Advisors

View all funds holding Health Care SPDR