Health Care SPDR shares owned by Legacy Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 9.7k | 139.17 |
| 2025-03-31 | $1.5M | 10k | 146.01 |
| 2024-12-31 | $1.3M | 9.8k | 137.57 |
| 2024-09-30 | $1.5M | 9.6k | 154.01 |
| 2024-06-30 | $1.2M | 8.5k | 145.76 |
| 2024-03-31 | $1.3M | 8.5k | 147.73 |
| 2023-12-31 | $1.2M | 8.5k | 136.37 |
| 2023-09-30 | $1.1M | 8.4k | 128.74 |
| 2023-06-30 | $1.1M | 8.4k | 132.74 |
| 2023-03-31 | $1.1M | 8.4k | 129.46 |
| 2022-12-31 | $1.1M | 8.3k | 135.85 |
| 2022-09-30 | $1.0M | 8.3k | 121.07 |
| 2022-06-30 | $1.6M | 12k | 128.27 |
| 2022-03-31 | $1.7M | 12k | 136.96 |
| 2021-12-31 | $1.2M | 8.2k | 140.93 |
| 2021-09-30 | $1.0M | 8.2k | 127.29 |
| 2021-06-30 | $1.0M | 8.2k | 125.89 |
| 2021-03-31 | $949k | 8.1k | 116.77 |
| 2020-12-31 | $919k | 8.1k | 113.47 |
| 2020-09-30 | $910k | 8.6k | 105.45 |
| 2020-06-30 | $805k | 8.0k | 100.01 |
| 2020-03-31 | $712k | 8.0k | 88.65 |
| 2019-12-31 | $822k | 8.0k | 102.56 |
| 2019-09-30 | $752k | 8.3k | 90.12 |
| 2019-06-30 | $753k | 8.1k | 92.64 |
| 2019-03-31 | $743k | 8.1k | 91.80 |
| 2018-12-31 | $698k | 8.1k | 86.56 |
| 2018-09-30 | $750k | 7.9k | 95.13 |
| 2018-06-30 | $655k | 7.9k | 83.40 |
| 2018-03-31 | $641k | 7.8k | 81.92 |