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Health Care SPDR shares owned by Legacy Private Trust

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

Historical chart of Legacy Private Trust investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $882k 5.7k 154.80
2025-09-30 $814k 5.8k 139.17
2025-06-30 $958k 7.1k 134.79
2022-12-31 $2.4M 18k 135.85

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View all positions for Legacy Private Trust

Top funds holding Health Care SPDR

Jpmorgan Chase & Co
Jane Street
UBS Group
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial
Susquehanna International
Harel Insurance Investments & Financial Services
Citadel Advisors
Royal Bank of Canada
Nissay Asset Management Corp
Colony
Main Management ETF Advisors

View all funds holding Health Care SPDR