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Health Care SPDR shares owned by Theory Financial

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

Historical chart of Theory Financial investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Theory Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.2M 28k 147.73

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Ishares Tr Ishares Semicdtr (SOXX)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Value Etf (VTV)
Select Sector Spdr Tr Energy (XLE)
Vanguard World Financials Etf (VFH)

View all positions for Theory Financial

Top funds holding Health Care SPDR

Bank of America Corporation
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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