Health Care SPDR shares owned by Lake Street Financial
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in Health Care SPDR
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All positions including Health Care SPDR held by Lake Street Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Health Care SPDR by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $647k | 4.7k | 139.18 |
| 2025-06-30 | $631k | 4.7k | 134.80 |
| 2025-03-31 | $683k | 4.7k | 146.01 |
| 2024-12-31 | $645k | 4.7k | 137.57 |
| 2024-09-30 | $1.1M | 7.3k | 154.02 |
| 2024-06-30 | $1.3M | 8.9k | 145.75 |
| 2024-03-31 | $1.8M | 12k | 147.73 |
| 2023-12-31 | $1.7M | 12k | 136.38 |
| 2023-09-30 | $2.0M | 15k | 129.72 |
| 2023-06-30 | $2.0M | 15k | 132.73 |
| 2023-03-31 | $2.0M | 15k | 129.46 |
| 2022-12-31 | $2.1M | 15k | 135.85 |
| 2022-09-30 | $2.3M | 19k | 121.09 |
| 2022-06-30 | $1.9M | 15k | 128.24 |
| 2022-03-31 | $1.4M | 10k | 137.01 |
| 2021-12-31 | $1.0M | 7.3k | 140.89 |
| 2021-09-30 | $645k | 5.1k | 127.37 |
| 2021-06-30 | $618k | 4.9k | 127.06 |
| 2021-03-31 | $598k | 5.1k | 116.71 |
| 2020-12-31 | $570k | 5.0k | 113.41 |