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Spdr Series Trust hlth care svcs shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Spdr Series Trust hlth care svcs (XHS) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Spdr Series Trust hlth care svcs

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust hlth care svcs held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust hlth care svcs by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $977k 10k 96.90
2024-06-30 $906k 10k 89.88
2024-03-31 $956k 10k 94.83
2023-12-31 $897k 10k 88.95
2023-09-30 $839k 10k 83.22

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Broadcom (AVGO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Aon Shs Cl A (AON)

View all positions for Summit Trail Advisors

Top funds holding Spdr Series Trust hlth care svcs

Goldman Sachs Group
Citigroup
Rockport Wealth
Morgan Stanley
LPL Financial
Bank of America Corporation
Raymond James Financial Services Advisors
Merit Financial Group
CoreCap Advisors
Wells Fargo & Company
Summit Trail Advisors
Tower Research Capital
Spinnaker Trust
Royal Bank of Canada
Commonwealth Equity Services

View all funds holding Spdr Series Trust hlth care svcs