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Health Care SPDR shares owned by Wells Financial Advisors

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

Historical chart of Wells Financial Advisors investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $12k 90 128.74
2023-06-30 $12k 90 132.73
2023-03-31 $12k 90 129.46

More positions owned by Wells Financial Advisors

Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Short-term Treasury Etf Etf (VGSH)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Vanguard Mid-cap Index Fund Etf Etf (VO)
Vanguard Growth Index Fund Etf Etf (VUG)
Vanguard Small-cap Index Fund Etf Etf (VB)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr Gold Shares Etf Etf (GLD)
Vanguard Mega Cap Growth Etf Etf (MGK)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Vanguard Large-cap Index Fund Etf Etf (VV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Wells Financial Advisors

Top funds holding Health Care SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Raymond James & Associates
Goldman Sachs Group
Janney Montgomery Scott
UBS Group
Branch Banking & Trust Company
Royal Bank of Canada
WestEnd Advisors
Citadel Advisors
Bessemer
Harel Insurance Investments & Financial Services
Bnp Paribas Arbitrage, Snc
Charles Schwab Investment Management

View all funds holding Health Care SPDR