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Health Care SPDR shares owned by West Financial Advisors

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

Historical chart of West Financial Advisors investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by West 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 West Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.7M 25k 146.61
2022-12-31 $1.7M 12k 135.85
2022-09-30 $1.4M 12k 121.11
2021-12-31 $1.2M 8.8k 140.85
2021-09-30 $992k 7.8k 127.24
2020-12-31 $367k 3.7k 99.95

More positions owned by West Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

Top funds holding Health Care SPDR

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
Nissay Asset Management Corp
Colony
Main Management ETF Advisors
Ameriprise Financial
Bnp Paribas Arbitrage, Snc
Citadel Advisors

View all funds holding Health Care SPDR