Health Care SPDR shares owned by Lokken Investment Group
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 7.5k | 154.03 |
| 2024-06-30 | $1.1M | 7.4k | 145.75 |
| 2024-03-31 | $1.0M | 6.9k | 147.73 |
| 2023-12-31 | $950k | 7.0k | 136.38 |
| 2023-09-30 | $789k | 6.1k | 128.73 |
| 2023-06-30 | $808k | 6.1k | 132.74 |
| 2023-03-31 | $753k | 5.8k | 129.46 |
| 2022-12-31 | $2.3M | 17k | 135.85 |
| 2022-09-30 | $2.1M | 17k | 121.12 |
| 2022-06-30 | $2.1M | 17k | 128.21 |
| 2022-03-31 | $2.2M | 17k | 130.31 |