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Health Care SPDR shares owned by Whalen Wealth Management

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

Historical chart of Whalen Wealth Management investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $346k 2.5k 139.17

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View all positions for Whalen Wealth Management

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