Health Care SPDR shares owned by LBMC Investment Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by LBMC Investment Advisors
from 13F filings
Historical chart of LBMC Investment Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by LBMC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 12k | 139.17 |
| 2025-06-30 | $1.1M | 8.1k | 134.79 |
| 2025-03-31 | $1.2M | 8.1k | 146.01 |
| 2024-12-31 | $1.1M | 8.1k | 137.57 |
| 2024-09-30 | $1.3M | 8.1k | 154.02 |
| 2024-06-30 | $1.2M | 8.1k | 145.75 |
| 2024-03-31 | $1.2M | 8.1k | 147.73 |
| 2023-12-31 | $1.1M | 8.1k | 136.38 |
| 2023-09-30 | $1.8M | 14k | 127.42 |
| 2023-06-30 | $1.9M | 14k | 132.73 |
| 2023-03-31 | $1.8M | 14k | 129.46 |
| 2022-12-31 | $1.9M | 14k | 135.85 |
| 2022-09-30 | $1.8M | 15k | 121.13 |
| 2022-06-30 | $1.9M | 15k | 128.26 |
| 2022-03-31 | $2.1M | 15k | 137.02 |
| 2021-12-31 | $2.1M | 15k | 140.87 |
| 2021-09-30 | $1.9M | 19k | 103.15 |
| 2021-06-30 | $2.0M | 16k | 125.95 |
| 2021-03-31 | $250k | 2.1k | 116.88 |
| 2020-12-31 | $242k | 2.1k | 113.40 |
| 2020-09-30 | $224k | 2.1k | 105.26 |
| 2020-06-30 | $212k | 2.1k | 99.86 |
| 2019-12-31 | $215k | 2.1k | 101.85 |