Health Care SPDR shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $243k | 1.7k | 139.17 |
| 2025-06-30 | $281k | 2.1k | 134.79 |
| 2025-03-31 | $106k | 723 | 146.01 |
| 2024-12-31 | $100k | 723 | 137.57 |
| 2024-09-30 | $111k | 723 | 154.02 |
| 2024-06-30 | $105k | 723 | 145.75 |
| 2024-03-31 | $50k | 338 | 147.73 |
| 2023-12-31 | $34k | 249 | 136.38 |
| 2023-09-30 | $32k | 249 | 128.74 |
| 2023-06-30 | $33k | 249 | 132.73 |
| 2023-03-31 | $32k | 249 | 129.46 |
| 2022-12-31 | $27k | 202 | 135.85 |
| 2022-09-30 | $24k | 202 | 118.81 |
| 2022-06-30 | $26k | 202 | 128.71 |
| 2022-03-31 | $28k | 202 | 138.61 |
| 2021-12-31 | $28k | 202 | 138.61 |
| 2021-09-30 | $26k | 202 | 128.71 |
| 2021-06-30 | $73k | 583 | 125.21 |
| 2021-03-31 | $68k | 583 | 116.64 |
| 2020-12-31 | $27k | 238 | 113.45 |