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Health Care SPDR shares owned by LM Advisors

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by LM Advisors from 13F filings

Historical chart of LM Advisors investment in Health Care SPDR

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All positions including Health Care SPDR held by LM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Health Care SPDR by LM Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 25k 139.17
2025-06-30 $3.3M 25k 134.79
2025-03-31 $3.9M 27k 146.02
2024-12-31 $3.8M 28k 137.56
2024-09-30 $4.2M 27k 154.02
2024-03-31 $4.4M 30k 147.74
2023-12-31 $3.9M 29k 136.38