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Health Care SPDR shares owned by Southeast Asset Advisors

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

Historical chart of Southeast Asset Advisors investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Southeast Asset Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $248k 1.7k 146.61
2025-12-31 $272k 1.8k 154.80
2025-09-30 $235k 1.7k 139.17