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Health Care SPDR shares owned by Clear Perspectives Financial Planning

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Clear Perspectives Financial Planning from 13F filings

Historical chart of Clear Perspectives Financial Planning investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $42k 325 129.46
2022-12-31 $44k 325 135.85
2022-09-30 $39k 325 120.00
2022-06-30 $42k 325 129.23
2022-03-31 $45k 325 138.46
2021-12-31 $46k 325 141.54
2021-09-30 $41k 325 126.15
2021-06-30 $41k 329 124.62
2021-03-31 $38k 329 115.50
2020-12-31 $37k 329 112.46

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

Top funds holding Health Care SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Nissay Asset Management Corp
Raymond James & Associates
UBS Group
Janney Montgomery Scott
Susquehanna International
Citadel Advisors
Branch Banking & Trust Company
WestEnd Advisors
Goldman Sachs Group

View all funds holding Health Care SPDR