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Health Care SPDR shares owned by Legacy Financial Strategies

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

Historical chart of Legacy Financial Strategies investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Legacy Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 79k 147.73
2023-12-31 $11M 78k 136.38
2023-09-30 $10M 78k 128.17
2023-06-30 $9.3M 70k 132.73
2023-03-31 $8.8M 68k 129.46
2022-12-31 $8.9M 65k 135.85
2022-09-30 $7.0M 58k 121.12
2018-03-31 $405k 5.0k 81.36
2017-12-31 $376k 4.6k 82.64