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Spdr Series Trust aerospace def shares owned by Summit Financial

Quarter-by-quarter ownership of Spdr Series Trust aerospace def (XAR) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Spdr Series Trust aerospace def

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All positions including Spdr Series Trust aerospace def held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust aerospace def by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 8.7k 234.97
2025-06-30 $1.6M 7.6k 210.93
2025-03-31 $1.5M 9.1k 160.69
2024-12-31 $1.3M 8.1k 165.83
2024-09-30 $1.1M 7.1k 157.34
2024-06-30 $947k 6.8k 139.99
2024-03-31 $533k 3.8k 140.52

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Spdr Series Trust aerospace def

LPL Financial
Morgan Stanley
Wells Fargo & Company
Raymond James Financial
UBS Group
Howard Capital Management Group
Envestnet Asset Management
Affinity Wealth Management
Commonwealth Equity Services
Advisor Group Holdings
Cetera Investment Advisers
Goldman Sachs Group
Enclave Advisors
Pnc Financial Services
Bnp Paribas Arbitrage, Snc

View all funds holding Spdr Series Trust aerospace def